福利与规划顾问 - 东北地区
Benefits and Planning Consultant - Northeast
职位描述：
注意：富达不会为该职位提供移民担保。
职位职责
作为福利与规划顾问，客户互动不仅仅是交易——更是建立信任关系、了解独特的财务需求并产生积极影响的机会。您将与高级规划顾问紧密合作，支持高管在整个财务规划过程中，提供个性化指导，加深客户关系，并发现增长机会。您还将支持有针对性的客户参与计划，确保所有客户互动和文件符合合规标准，并主动解决复杂的客户问题，以提供卓越的客户体验。
您带来的专业知识和技能
- 持有Series 7和Series 66执照并具备适当的州注册资格，或在入职时能够获得Series 66执照
- 优先考虑拥有学士学位
- 鼓励获得注册金融规划师和注册股权专业人士认证。我们的学费报销计划可以帮助您获得这些认证
- 能够有效地与客户合作，同时为高管提供高度个性化的支持
- 具备证券、保险、资产管理、遗产规划、财务规划和退休规划方面的知识，并能在适当情况下提供教育和建议
- 在建立和深化与高收入高管的关系方面有成功经验
- 注重细节，关注合规性、质量和准确性
- 有识别客户需求并推荐解决方案以支持长期目标的经验
- 具备解决问题的能力，能够有效解决复杂的客户问题
- 能够支持业务发展和客户参与计划
团队介绍
执行服务团队是企业计划高管的单一联系点。它将他们的福利和计划条款纳入规划过程。该团队向高管、董事会成员和计划发起人展示产品。同时，它为证券、保险、资产管理、遗产规划、财务规划和退休规划提供更高水平的支持。
随着您的知识和规划技能的增长，您将为越来越多的高管提供福利教育和财务规划指导。在与多位高级规划顾问合作的基础上，您将实施结构化的计划。
查看英文原文
Job Description:
Note: Fidelity will not provide immigration sponsorship for this position.
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 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 Team
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.
The base salary range for this position is $66,000-125,000 USD per year. 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 ManagementOriginally posted on Himalayas