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Fidelity Investments

Executive Planning Consultant I - Remote

Work From Homeremotemid$79K – $153K

Posted today · via Workday

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About this role

Fidelity will not provide immigration sponsorship for this position. Job Description: The Role The Executive Planning Consultant (EPC ) is responsible for building, maintaining, and deepening relationships with executives and management leaders of Workplace benefit plan clients. In this role, you will leverage your planning expertise and relationship management skills to co-create comprehensive wealth planning solutions tailored to executive clients’ needs. Serving as a primary financial planning resource, you will support executives who typically have $1 million or less in combined workplace and retail assets. This includes planning needs such as college planning, savings goals and early retirement planning.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: less

2

Level fit

This role is mid-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is remote-eligible. We factor in your stated location and time-zone overlap.

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Skills in this role

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