ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.

Features

Auto Apply Resume Optimizer Cover Letter Optimizer Interview Prep

Company

Social Media

Need Help?

team@applyblast.com

Executive Planning Consultant at Fidelity - ApplyBlast

Executive Planning Consultant

Fidelity

2 months ago

4.4 on Glassdoor

Remote

Full Time

Senior

0 applicants

View Job Listing

Apply to 100+ jobs

About this role

The Executive Planning Consultant serves as a trusted financial advisor to senior executives and C‑suite leaders of workplace benefit plan clients, delivering personalized financial planning, retirement income strategies, investment guidance, and asset management. The role works within a collaborative team to drive client engagement, business growth, and client satisfaction through relationship management and strategic consulting.

Responsibilities

Provide personalized financial planning to senior executives
Drive client engagement and business growth through referrals and events
Present executive services offerings during business reviews

Skills

Qualifications

Series 7Series 66Series 63Series 65Certified Financial Planner (CFP)

About Fidelity

fidelity.com

Headquarters

Boston, Massachusetts, United States

Company Size

10001+ employees

Founded

1946

View Profile

Fidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.