Wealth Management Planning Consultant supporting high - net - worth clients at Fidelity through personalized financial strategies. Handling client inquiries and collaborating with Advisors to enhance service offerings.
About the role
- Consultant executing Employer Solutions and managing relationships with Employer customers in the healthcare field. Preparing presentations, maintaining reports, and developing employer programs to enhance customer experience.
Responsibilities
- Execute the Employer Solutions growth plan and manage relationships with Employer customers
- Develop clear presentations and proposals for employer programs
- Maintain and provide timely and accurate employer reports
- Support sales and business development operations
Requirements
- Bachelor's Degree (Required)
- 3-5 years of experience
- Excellent communication skills
- Knowledge of the hospital and healthcare environment is helpful
- Workers compensation experience or knowledge helpful
Benefits
- Health insurance
- 401(k) matching
- Flexible working hours
- Paid time off
- Remote work options
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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