Benefits and Planning Consultant - Northeast Region

Fidelity will not provide immigration sponsorship for this position. Job Description: The Role As a Benefits & Planning Consultant, client interactions are more than transactions—they are opportunities to build trusted relationships, understand unique financial needs, and make a meaningful impact. Partnering closely with Executive Planning Consultants, you will support executives throughout their financial planning journey, delivering personalized guidance, deepening client relationships, and identifying opportunities for growth. You will also support targeted client engagement initiatives, ensure all client interactions and documentation meet compliance standards, and proactively address complex client needs to deliver an exceptional client experience. The Expertise and Skills You Bring Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire Bachelor’s degree preferred Certified Financial Planner and Certified Equity Professionals are highly encouraged. Our Tuition Reimbursement program can help you acquire them. The ability to effectively collaborate with your clients while delivering highly personalized support to executives Proven knowledge of brokerage, insurance, money management, estate planning, financial planning and retirement planning and provide education as well as advice in appropriate situations. Demonstrated success in building and deepening relationships with highly compensated executives. Strong atte