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Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA. Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA.
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We assist companies and non-profit organizations in delivering benefits to their employees. Developing a solid understanding of retail brokerage, workplace sponsored savings plans, and equity compensation will allow you to provide holistic value to executives.
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Series 7 & 66 are required - 66 may be obtained within a defined period of time from hire. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent.
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Industry designations such as Certified Financial Planner and Certified Equity Professionals are highly encouraged. 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.
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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.
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Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
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Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. As a Benefits & Planning Consultant (formerly ES Relationship Manager), you will partner with Executive Planning Consultants and work exclusively with the plan participants.
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You look at future opportunities to improve relationships and the client experience, and recommend a course of action to address longer term needs. 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.
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Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks.
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As your knowledge grows and your planning skills evolve, you provide benefits education and financial planning advice to a growing base of executives. Customer satisfaction is your top priority, and you have a strong track record of success in relationship management.
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Certain roles may require candidates to go through a preliminary credit check during the screening process. 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.
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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.
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These investigations will account for 7 years or more of history, depending on the role. You resolve or escalate complex client issues to the appropriate channel and deliver problem resolution. 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.
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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.
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A Series 65 or combination of a Series 7 and Series 66 licensing are required within 60 days of hire if a CFP or CFA designation is not previously held. CFP, CFA, (minimum of one required to be registered.
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