Stock Plan Consultant I - Multiple Locations

Covington, KY
April 16 2019
Asa Stock Plan Consultant, you will be engaging our stock plan participants ontheir equity compensation awards, including Restrict Stock Units and RestrictedStock Awards. Through in-bound and out-bound calls, you'll introduceparticipants to Fidelity's broad offering and excellent services helping toguide them through all their available options while engaging them in deeperconversations about their wealth planning needs.

The Team

TheStock Plan Consultant is part of Fidelity's Stock Plan Services organization.We are a leading provider of stock plan administration and service in theUnited States. Our goal is to help every employee improve the value of theirequity compensation program while earning and protecting their trust. A careerat Fidelity means you'll be the one who will personally work with participantsto educate them about their awards, process transactions and consult with themto understand how else Fidelity can assist in achieving their goals. This is animportant responsibility and that's why we'll surround you with amazing,supportive people and all the tools you'll need.

The Expertise you have
  • Acollege degree (preferred)
  • Salesacumen with proven experience consulting with customers or clients
  • Effectivephone and e-mail communication skills
  • FINRASeries 7 essential and 63 or 66 preferred, or ability to obtain
  • Comprehensiveunderstanding of the financial services
  • CertifiedEquity Professional (CEP) preferred

The Skills You Bring
  • You have previous salesexperience, preferably within financial services
  • You are passionate aboutinfluencing participant outcomes, you thrive with challenges and you adaptquickly to change
  • You have the ability toconnect with participants while uncovering and addressing their financial needs
  • You have a strong processfor profiling accounts quickly and identifying triggers to engage in deeperconversations
  • You are able to balanceall components of the sales process from profiling and engaging warmopportunities to post conversation follow up and reporting
  • You have excellentinterpersonal, communication and listening skills
  • You are passionate aboutengaging clients to appropriately present solutions

The Value You Deliver
  • You build and expandparticipant relationships by identifying their needs and offering customizedinvestment solutions
  • You build rapport and openthe conversation with Fidelity participants through profiling and utilizingconsultative skills
  • You leverage equitycompensation expertise and consultative interaction skills to introduce planparticipants to the full breadth of our products and services
  • You partner with otherswithin the organization to drive additional business

Company Overview

At 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. For information about working at Fidelity, visit

Fidelity Investments is an equal opportunity employer.

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