Fidelity Brokerage Services LLCHiring

Executive Planning Consultant

  • Remote, United States
  • Full-time
  • Mid-level
  • Posted 5 days ago
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In one line

Remote planning role helping executives at workplace benefit clients with their personal finances, mostly people with under a million dollars in combined assets.

About the role

The team supports executives of benefit plan clients, covering college saving, savings targets and early retirement. Work sits inside a wider wealth management group with managing directors, benefits planners and relationship managers.

At a glance

Pay
Not stated in the posting
Remote scope
Remote, United States
Seniority
Mid-level
Employment
Full-time
Skills
Series 7, Series 66, Insurance license, CFP, CEP, Financial planning, Estate planning, Retirement planning
Visa
No sponsorship
Posted
30 Oct 2026
Last checked
2 Nov 2026

What you will do

  • Build and keep relationships with executives and management leaders at benefit plan clients
  • Work with VP consultants on advanced planning needs within the wealth team
  • Fit each executive's benefit provisions into the planning process
  • Travel up to a quarter of the time when needed

What they look for

  • Series 7 and 66 licenses
  • Insurance license, or the ability to get one within six months
  • Experience with executives and employee benefit plans
  • Knowledge of insurance, investments, estate and retirement planning

Nice to have

  • CFP or CEP designation encouraged

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Questions about this job

Can I do this job remotely, and from which countries?

Yes, it is listed as remote, aimed at candidates in the United States.

What does this job pay?

The posting does not state a salary, so there is no figure to quote.

What experience is needed?

It is a mid-level role. The posting asks for: series 7 and 66 licenses; insurance license, or the ability to get one within six months; experience with executives and employee benefit plans. Skills it names include Series 7, Series 66, Insurance license, CFP.

How do I apply with Keywordise AI?

Click Apply with Keywordise AI, create an account and upload your CV. Your CV and cover letter are written for this job from what you have really done, then Keywordise applies for you. Trial: 7 days, no card.

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