Note: Fidelity will not provide immigration sponsorship for this position.
The RoleAs 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 attention to detail with a focus on compliance, quality, and accuracy.
- Experience identifying client needs and recommending solutions to support long-term goals.
- Proven problem-solving skills with the ability to resolve complex client issues effectively.
- Ability to support business development and client engagement initiatives.
The Executive Services team acts as a single point of contact for workplace plan executives. It incorporates their benefit and plan provisions into the planning process. The team presents offerings to executives, board members, and plan sponsors. It also provides an elevated level of assistance for brokerage, insurance, money management, estate planning, financial planning, and retirement planning.
As your knowledge and planning skills grow, you provide benefits education and financial planning guidance to a growing base of executives. In partnership with multiple Executive Planning Consultants, you implement a structured client contact strategy.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Relationship ManagementSkills Required
- Series 7 and Series 66 licenses with appropriate state registrations, or ability to acquire Series 66 upon hire
- Bachelor's degree
- Knowledge of brokerage, insurance, money management, estate planning, financial planning, and retirement planning
- Ability to provide financial education and advice in appropriate situations
- Ability to collaborate effectively with clients and deliver personalized executive support
- Success building and deepening relationships with highly compensated executives
- Strong attention to detail with focus on compliance, quality, and accuracy
- Experience identifying client needs and recommending solutions for long-term goals
- Problem-solving skills to resolve complex client issues
- Ability to support business development and client engagement initiatives
- Certified Financial Planner certification
- Certified Equity Professional certification
Fidelity Investments Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fidelity Investments and has not been reviewed or approved by Fidelity Investments.
-
Strong & Reliable Incentives — Bonuses, commissions, and profit-sharing are presented as generous and meaningful components of total compensation, with certain roles achieving high total earnings through multiple pay streams. Variable pay is consistently framed as a positive contributor beyond base salary.
-
Retirement Support — A 401(k) match up to 7% alongside additional profit-sharing up to 10% materially enhances long-term compensation. These retirement features are highlighted as standout strengths of the overall package.
-
Parental & Family Support — Generous paid parental leave (16 weeks maternity, 12 weeks parental), backup dependent care, and adoption assistance provide robust family support. Hybrid work and caregiving resources further ease family responsibilities.
Fidelity Investments Insights
What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.
