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Provide senior-level consulting to large defined contribution clients on plan design, regulatory compliance (ERISA/IRS/DOL), administration, testing, and correction programs. Lead client relationships, facilitate strategic discussions, develop and implement projects, interpret plan documents, identify growth opportunities, and manage multiple priorities in a fast-paced environment.

The Financial Planning Consultant delivers personalized financial planning and integrated financial solutions, guiding clients in retirement planning, investment management, and holistic portfolio strategies.

Deliver personalized financial planning consultations, conduct joint client appointments, develop engagement strategies, identify planning opportunities, use tools like Salesforce and Glance, mentor colleagues, and support Financial Consultants to deepen client relationships and implement plans.

Serve as a trusted contact for workplace and personal investment clients via inbound/outbound calls. Use Fidelity planning tools and Salesforce to guide retirement and investment conversations, set planning appointments, make warm outreach, and introduce clients to business partners. Complete FINRA licensing through company-supported development and training.

Work one-on-one with existing clients and warm leads to develop customized financial plans using Fidelity planning tools. Recommend and implement investment solutions, grow relationships through proactive outreach, and refer clients to wealth management partners. Use technology to prepare for appointments and provide consultative guidance while maintaining required FINRA licenses and state registrations.

Provide financial planning and relationship management for executive clients, delivering tailored wealth, retirement, and investment strategies. Build and grow a book of business through referrals and events, incorporate executive benefits into plans, collaborate with internal teams, and refer complex cases to senior planners. Travel up to 25% as needed.

Develop customized financial plans for existing clients and warm leads using Fidelity planning tools. Conduct one-on-one appointments, present and implement investment solutions, grow relationships via proactive outreach, and refer complex needs to wealth management partners. Maintain state registrations and FINRA licensing, and work onsite at the assigned branch.

As a Data Consultant, you will manage data quality solutions for benefit programs, lead project delivery, and coordinate with clients and internal teams to ensure successful outcomes.

The role involves managing complex managed account sales and services for clients, focusing on customer satisfaction and collaboration with financial consultants to drive retention and sales.

The Senior Compliance Consultant advises large clients on aligning retirement benefit programs with business objectives while ensuring regulatory compliance. Responsibilities include strategic discussions, project development, and maintaining client relationships.