Executive Planning Consultant : Executive Wealth Strategy
Listed on 2026-10-30
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Finance & Banking
Financial Advisor / Consultant, Wealth Management
Fidelity Investments Inc. seeks an Executive Planning Consultant I (EPC I) to provide financial planning and guidance to Workplace Investing executive clients.
You will build and deepen relationships with executives, focusing on less complex planning needs such as college funding and retirement planning. You will collaborate with a team of Managing Directors, Benefits Planning Consultants, and Benefits Relationship Managers, travel up to 25% as needed, and leverage Fidelity’s planning technology
Are you ready to take on the Executive Planning Consultant I:
Executive Wealth Strategy role at Fidelity Investments Inc.?
This opportunity is part of our work in Sales, Consulting.
The advertised compensation is 90..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Executive Planning Consultant I:
Executive Wealth Strategy role in the description above.
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