Executive Planning Consultant I

Fidelity Investments

Financial Planning Consultant providing executives with tailored wealth planning solutions at Fidelity. Building and deepening relationships with Workplace benefit plan clients and supporting less complex financial needs.

Posted 7/30/2026full-timeRemote • California, New Hampshire, Oregon • 🇺🇸 United StatesMid-LevelSenior💰 $79,000 - $153,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning and relationship management, focusing on comprehensive wealth solutions for executive clients. Proficient in brokerage, insurance, investment management, and retirement planning, with strong communication and strategic thinking skills.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInsurance LicenseCFP DesignationExperience With Executives

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningWealth Planning SolutionsInvestment ManagementEstate PlanningRetirement Planning

Soft Skills

Interpersonal CommunicationPresentation SkillsStrategic ThinkingRelationship ManagementProject Management

Certifications & Qualifications

CFPCEP

Industry Keywords

Workplace InvestingEmployee Benefit PlansCollege FundingSavings StrategiesEarly Retirement Planning

About the role

Key responsibilities & impact

The Executive Planning Consultant I (EPC I) provides financial planning and guidance to Fidelity’s Workplace Investing executive clients
Leverage planning expertise and relationship management skills to deliver comprehensive wealth planning solutions tailored to executive clients’ needs
Responsible for building, maintaining, and deepening relationships with executives and management leaders of Workplace benefit plan clients
Support executives who typically have $3 million or less in combined workplace and retail assets
Focus on less complex planning needs such as college funding, savings strategies, and early retirement planning
Serve as a primary financial planning resource
Partner with Vice President, Executive Planning Consultants to refer executives with higher asset levels or more sophisticated planning needs

Requirements

What you’ll need

Series 7 and 66 licenses required
Insurance license required or ability to obtain within 6 months of hire
Bachelor’s degree or equivalent experience preferred
CFP (Certified Financial Planner) designation encouraged
CEP (Certified Equity Professional) designation encouraged
Experience working with executives and employee benefit plans
Strong knowledge of brokerage, insurance, investment management, estate planning, financial planning, and retirement planning
Excellent written, verbal, and interpersonal communication skills
Exceptional presentation skills in both one-on-one and group settings
Strategic thinking with the ability to influence executive decision-making
Strong practice, territory, and project management skills with a track record of effective execution.

Benefits

Comp & perks

comprehensive health care coverage and emotional well-being support
market-leading retirement
generous paid time off and parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career