Fidelity Investments

Benefits & Planning Consultant

Fidelity Investments
100 Crosby Pkwy, Covington, KY 41015, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

As 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.

Where is this job?
This job is located at 100 Crosby Pkwy, Covington, KY 41015, USA
Job Qualifications

  • Banking, insurance, or financial experience is an excellent addition to your experience

  • Adept at assessing client needs through both verbal and non-verbal communication

  • 3 years of related work experience

Required Skills

  • Time Management

  • Money management

  • Financial planning and reporting skills

  • Estate planning skills

  • Retirement planning

Soft Skills

  • Process Improvement

  • Communication Skills

  • Adaptability

  • Detail Oriented and Organized

  • Multi-tasker

Compensation

According to JobzMall, the average salary range for a Benefits & Planning Consultant in 100 Crosby Pkwy, Covington, KY 41015, USA is $62,000 - $93,000 per year. This range is based on salaries submitted anonymously to JobzMall by Benefits & Planning Consultant employees in Covington, KY.

Additional Information
Fidelity Investments is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedJanuary 5th, 2021
Apply BeforeMay 22nd, 2025
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About Fidelity Investments

Fidelity Investments Inc., commonly referred to as Fidelity, earlier as Fidelity Management & Research or FMR, is an American multinational financial services corporation based in Boston, Massachusetts.

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