Benefits and Planning Consultant - Western Region

Fidelity will not provide immigration sponsorship for this position. Job Description: For you, client interactions are more than transactions. They are opportunities to deepen relationships, understand the unique financial needs of your clients, and make an impact on the lives of others. Join a team of like-minded professionals as an Executive Services Benefits & Planning Consultant and cultivate relationships with executives covered by the Executive Services offering through their employer. At Fidelity, we give you the tools so you can excel within this role and beyond. The Expertise We’re Looking For Series 7 & 66 are required – 66 may be obtained within a defined period of time from hire 4-year college degree preferred Industry designations such as Certified Financial Planner and Certified Equity Professionals are highly encouraged. Our Tuition Reimbursement program can help you obtain them! The Purpose of Your Role As a Benefits & Planning Consultant (formerly ES Relationship Manager), you will partner with Executive Planning Consultants and work exclusively with the plan participants. Your understanding of the Financial Planning process and complex needs of highly compensated executives are prime attributes as you deepen relationships and help acquire new executives. Developing a solid understanding of retail brokerage, workplace sponsored savings plans, and equity compensation will allow you to provide holistic value to executives. The Skills You Bring You c