Financial Consultant
Company: Fidelity Investments
Location: Long Beach
Posted on: May 7, 2022
Job Description:
Job Description:We believe by using your shown skills and
expertise to craft financial plans and cultivate relationships with
top C-suite level executivesThe Expertise We're Looking For
- Series 7, 63, 65 licenses required
- Insurance license to be obtained 6 months into role
- A four-year College degree required
- Certified Financial Planner (CFP) designation preferred
- Obtaining CEP Level 1 within first 12 months in role is
strongly encouraged
- 10 years minimum of experience with face-to-face investment
sales and financial planning
- Validated sales experience in the Financial Services
industry
- Experience working with senior-level executives and employee
benefit plans
- A consistent track record in generating sales and handling
relationships with high net worth clients
- Demonstrated experience understanding a client's unique
financial situation and ability to position appropriate
solutions
- Ability to travel up to 50%+The Purpose of Your RoleYou will
have the responsibility for maintaining and nurturing relationships
with senior executives and management leaders of key Workplace
benefit plan clients. In this capacity, the EPC will be the focal
point for financial planning and guidance for a select group of
executives and be an integral part of a cross company team
consisting of managing directors, relationship managers and
executive services associates. This team will consistently deliver
high levels of customer satisfaction, grow the PWI business in
their region, build plan-level opportunities, and driving crossover
relationships.The Skills You Bring
- Your demonstrated knowledge of brokerage, insurance, money
management, estate planning, financial planning and retirement
planning
- Your excellent written, verbal and interpersonal communication
skills
- Your ability to think strategically and influence decisions of
executives
- Extraordinary presentation skills in both one on one and group
settings
- Effective territory management and execution skills to drive
multiple projectsThe Value You Deliver
- Handling the overall relationship and mentorship needs of an
executive
- Incorporating the executive's benefits and plan provisions into
the planning process of executive's assets in order to exceed
assigned targets and drive both PI and WI sales
- Presenting (in conjunction with the team) Executive Services
offering to executives, Plan Sponsors, board members, etc. during
annual business reviews
- Ensuring the personal happiness of the executives across
multiple workplace companies, by providing high-level of
knowledgeable assistance on topics in relation to retirement income
planning, investment strategy and product selection through face-to
face interactions
- Building and developing a book of business via referrals,
seminars, and local events for the workplace companies we
support
- Meet the immediate and future needs of the client by providing
and demonstrating solid financial planning skills as well as client
centered advice and guidance interactions
- Identify, execute and follow up on opportunities to gather
additional client assets
- Demonstrate Fidelity's products and services to address the
needs of the executive in order to drive crossover and convert them
into PI customers
- Developing an understanding of each company's corporate culture
and executive needs that make them aware of how benefit changes
could affect their financial well-beingHow Your Work Impacts the
OrganizationThe Executive Planning Consultant provides planning and
guidance for Fidelity's Workplace Investing executive clients, and
operates within in Fidelity's Personal Investing business unit. We
are a leading provider of investment management, retirement
planning, family conversations, portfolio guidance, brokerage,
benefits outsourcing, and many other financial products and
services. We believe in building relationships, not just in
building sales or building our assets. After all, our clients will
place their investments, their savings, and their futures in your
hands. You'll be the one who will personally work with them to help
achieve their dreams- whether that's saving for college, for
retirement, for a big vacation, or anything else. This is a serious
responsibility and that's why we'll surround you with amazing,
supportive people and all the tools you need.Certifications:Series
07 - FINRA, Series 66 - FINRA
Company Overview
Fidelity Investments is a privately held company with a mission to
strengthen the financial well-being of our clients. We help people
invest and plan for their future. We assist companies and
non-profit organizations in delivering benefits to their employees.
And we provide institutions and independent advisors with
investment and technology solutions to help invest their own
clients' money.
Join Us
At Fidelity, you'll find endless opportunities to build a
meaningful career that positively impacts peoples' lives, including
yours. You can take advantage of flexible benefits that support you
through every stage of your career, empowering you to thrive at
work and at home. Honored with a Glassdoor Employees' Choice Award,
we have been recognized by our employees as a Best Place to Work in
2022. And you don't need a finance background to succeed at
Fidelity-we offer a range of opportunities for learning so you can
build the career you've always imagined.
As a result of COVID-19, many of our associates are continuing to
work remotely. When Fidelity employees eventually return to the
office, our goal is for most people to work flexibly in a way that
balances both personal and business needs with time onsite and
offsite through what we're calling "Dynamic Working."
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. We believe
that the most effective way to attract, develop and retain a
diverse workforce is to build an enduring culture of inclusion and
belonging.
Fidelity will reasonably accommodate applicants with disabilities
who need adjustments to participate in the application or interview
process. To initiate a request for an accommodation, contact the HR
Leave of Absence/Accommodation Team by sending an email to
accommodations @fmr.com, or by calling 800-835-5099, prompt 2,
option 2.
We welcome those with experience in jobs such as Account Manager,
Franchise Executive, and Finance Manager and others in the Sales to
apply.
Keywords: Fidelity Investments, Long Beach , Financial Consultant, Accounting, Auditing , Long Beach, California
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