Benefits & Planning Consultant - Covington, KY
Company: Fidelity Investments
Location: Covington
Posted on: January 12, 2021
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Job Description:
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 RoleAs 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 can effectively consult with your clients while
delivering highly personalized value to executives* You have
demonstrated knowledge of brokerage, insurance, money management,
estate planning, financial planning and retirement planning* You
provide education as well as advice in appropriate situations.*
Customer satisfaction is your top priority, and you have a strong
track record of success in relationship managementThe Value--You
Deliver* As your knowledge grows and your planning skills evolve,
you provide benefits education and financial planning advice to a
growing base of executives.* Partnering with multiple Executive
Planning Consultants, you implement a structured client contact
strategy and conduct guidance preparation discussions with clients*
You are an integral partner in business development by identifying
potential new business, deepening existing relationships, and
developing segmented marketing initiatives with the Executive
Planning Consultant * You understand how critical the details can
be in financial services, and serve as a quality control expert to
ensure that all calls, paperwork, policy and procedures for
customer requests have been adhered to in accordance with
compliance requirements. * You look at future opportunities to
improve relationships and the client experience, and recommend a
course of action to address longer term needs* You resolve or
escalate complex client issues to the appropriate channel and
deliver problem resolutionHow Your Work Impacts--the
OrganizationThe Executive Services team acts as a single point of
contact for workplace plan executives, incorporating their benefit
and plan provisions into the planning process. The team presents
offerings to executives, board members, and plan sponsors and
provides an elevated level of assistance for brokerage, insurance,
money management, estate planning, financial planning and
retirement planning.Certifications:Series 07 - FINRA, Series 63 -
FINRA, Series 65 - FINRA, Series 66 - FINRACompany OverviewAt
Fidelity, we are focused on making our financial expertise broadly
accessible and effective in helping people live the lives they
want. We are a privately held company that places a high degree of
value in creating and nurturing a work environment that attracts
the best talent and reflects our commitment to our associates. We
are proud of our diverse and inclusive workplace where we respect
and value our associates for their unique perspectives and
experiences. For information about working at Fidelity, visit
FidelityCareers.com.Fidelity Investments is an equal opportunity
employer.Fidelity will reasonably accommodate applicants with
disabilities who need adjustments to complete the application or
interview process. Please email us at accommodations@fmr.com or
800-835-5099, prompt 2, option 2 if you would like to request an
accommodation.
Keywords: Fidelity Investments, Covington , Benefits & Planning Consultant - Covington, KY, Other , Covington, Kentucky
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