DenverRecruiter Since 2001
the smart solution for Denver jobs

Benefits & Planning Consultant - West Region

Company: Fidelity Investments
Location: Parker
Posted on: April 9, 2021

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.This position can be based in any of the following locations: Denver, Salt Lake City, Phoenix, Seattle, Northern CA (Bay Area), LA area.Certifications:Series 07 - FINRA, Series 66 - FINRA
            Company 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. 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 Esthetician, Assistant Salon Manager, and Licensed Massage Therapist and others in the Beauty and Spa to apply.

Keywords: Fidelity Investments, Denver , Benefits & Planning Consultant - West Region, Professions , Parker, Colorado

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Professions Jobs


Truck Driver CDL A - Hiring Now!
Description: Owner OperatorsCall Now: 866- - Team Truck Sign On Incentive - 20,000Solo Truck Sign On Incentive - 10,000CEVA is contracting
Company: Ceva Freight Llc
Location: Parker
Posted on: 04/21/2021

Entry Level Sterile Processing Technician - Nights
Description: Job DescriptionAre you looking for a new career Do you want to Work With Purpose Would you like to have 3 day weekends This could be a great position for you We will train you on the skills needed (more...)
Company: AlloSource
Location: Littleton
Posted on: 04/21/2021

Hiring CDL-A Reefer Truck Drivers - Earn $81K-$95K+ a Year! Apply Now! (Parker)
Description: Now Hiring CDL-A Reefer Truck Drivers Apply today and within 24 hours you'll receive multiple job offers.
Company: Hiring Drivers Now
Location: Parker
Posted on: 04/21/2021


Entry Level Operations Processing Technician - Nights
Description: Job DescriptionAre you looking for a new career Do you want to Work With Purpose Would you like to have 3 day weekends This could be a great position for you We will train you on the skills needed (more...)
Company: AlloSource
Location: Littleton
Posted on: 04/21/2021

Maintenance Technician
Description: In-Store Equipment Service Professional - Metro Area 393602215 Parker, Colorado, US, 80138 MUST LIVE WITHIN 15 MILES OF TARGET CITY THREE POSITIONS AVAILABLE Aurora, CO / Work Schedule: Saturday and Sunday, (more...)
Company: The Home Depot
Location: Parker
Posted on: 04/21/2021

Benefits & Planning Consultant - West Region
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 (more...)
Company: Fidelity Investments
Location: Parker
Posted on: 04/21/2021

Forklift Operator
Description: br br br br We're hiring Forklift Operators to help our warehouse run smoothly and efficiently, while having fun in an open, team-based environment. We're seeking motivated forward-thinking (more...)
Company: Bluecrew
Location: Littleton
Posted on: 04/21/2021

CDL A Truck Driver
Description: Owner OperatorsCall Now: 866- - Team Truck Sign On Incentive - 20,000Solo Truck Sign On Incentive - 10,000CEVA is contracting
Company: Ceva Freight Llc
Location: Parker
Posted on: 04/21/2021

Bus Driver - Denver, CO
Description: The Greyhound driver's mission is to make enjoyable travel possible for everyone, providing the opportunity for anyone to travel in North America with safety, dignity and convenience.As a Professional (more...)
Company: Greyhound
Location: Parker
Posted on: 04/21/2021

Driver Residential - $5000 Bonus
Description: Equal Opportunity Employer: Minority/Female/Disability/Veteran br br -- br br What we offer: br br ---- ---- 5000 Bonus Available br br ---- ----NEW INCREASED PAYRATES br br ---- (more...)
Company: Waste Management
Location: Parker
Posted on: 04/21/2021

Log In or Create An Account

Get the latest Colorado jobs by following @recnetCO on Twitter!

Denver RSS job feeds