ParkerRecruiter Since 2001
the smart solution for Parker 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, Parker , 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


Collision Estimator
Description: Job SummaryProvides World Class Customer Service Experience to all Caliber customers on the phone, in person and throughout the entire repair process. -- Serves as the primary point of contact for the (more...)
Company: Caliber Collision
Location: Parker
Posted on: 04/12/2021

CDL Drivers: Find The Best Trucking Job
Description: Hiring CDL drivers in your area. Apply once and choose a trucking job that works for you. Get home when you want to, and get paid what you deserve Available
Company: Live Trucking
Location: Parker
Posted on: 04/12/2021

CDL-A Established Teams Drivers - 6 mo OTR EXP Required
Description: Seeking Established Team Drivers TLI is open and has the miles you need Seeking Teams with Hazmat Doubles Guaranteed 5,000 MILES weekly and up to a 10K sign-on bonus Whiles other companies are slowing (more...)
Company: Transco Lines
Location: Parker
Posted on: 04/12/2021


CDL Driver Commercial - $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: 04/12/2021

Local CDL Driver
Description: Equal Opportunity Employer: Minority/Female/Disability/Veteran br br -- br br br br I. Job Summary br br Residential Drivers operate heavy-duty trucks and are responsible for the collection (more...)
Company: Waste Management
Location: Parker
Posted on: 04/12/2021

Local Driver, Home Nightly, $28.50/Hour Potential
Description: br br Local Driver, Home Nightly, 28.50/Hour Potential br Diversified Transfer and Storage DTS is hiring 2 extended weekend drivers. One schedule is Friday-Monday and the other is Thursday-Sunday. (more...)
Company: Diversified Transfer & Storage - DTS
Location: Parker
Posted on: 04/12/2021

ASE Automotive Technician
Description: 6010 - Parker - 18220 Ponderosa Dr, Parker, Colorado, 80134CarMax, the way your career should be -Ensure every vehicle is one our customers can rely on At CarMax, our Technicians repair and recondition (more...)
Company: CarMax
Location: Parker
Posted on: 04/12/2021

Sr Dist Fleet Mgr-Collection
Description: Equal Opportunity Employer: Minority/Female/Disability/Veteran br br -- br br Waste Management WM , a Fortune 250 company, is the leading provider of comprehensive waste and environmental services (more...)
Company: Waste Management
Location: Littleton
Posted on: 04/12/2021

CDL A Truck Driver Regional Solo or Team
Description: Call us at 888 866-1478 br br Position title br br CDL A Truck Driver Regional Solo or Team br br Description br br Regional CDL A Truck Driving Jobs for Solo or Teams br br We (more...)
Company: Mesilla Valley Transportation
Location: Parker
Posted on: 04/12/2021

CDL Driver Commercial
Description: Equal Opportunity Employer: Minority/Female/Disability/Veteran br br -- br br What we offer: br br ---- ---- 5000 Bonus Available br br ---- ----A local position where you are home every (more...)
Company: Waste Management
Location: Parker
Posted on: 04/12/2021

Log In or Create An Account

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

Parker RSS job feeds