Vice President, Executive Planning Consultant

This is a fully remote position, open to applicants in Alabama, +1 more state.

📋 Description

• Act as a trusted financial advisor to senior executives and C-suite leaders within key Workplace benefit plan clients.

• Serve as the primary relationship manager for a select group of executives.

• Offer personalized financial planning, retirement income strategies, investment guidance, and asset management assistance.

• Incorporate workplace benefits and plan provisions into holistic financial plans.

• Provide ongoing consultation and relationship management to ensure an exceptional client experience.

• Collaborate with managing directors, relationship managers, and executive services associates.

• Promote client engagement, business expansion, and client satisfaction.

• Present executive services offerings during business evaluations.

• Develop new opportunities through referrals, seminars, and local events.

• Identify strategies to enhance assets under management and grow client relationships.

• Offer planning and guidance for Fidelity’s Workplace Investing executive clientele.

⛳️ Requirements

• Series 7 and Series 66 licenses are mandatory for this role but are not required at the time of application; successful applicants must secure and maintain necessary registrations as a condition of employment.

• Capability to obtain an insurance license within six months of hiring.

• A Bachelor's degree is required.

• Certified Financial Planner (CFP®) designation is preferred.

• Completion of CEP Level 1 certification within the first year of employment is highly encouraged.

• A minimum of 10 years of experience in face-to-face investment sales and financial planning.

• Proven history of sales success within the financial services sector.

• Experience in working with senior executives and employee benefit plans.

• Demonstrated success in developing new business and managing relationships with high-net-worth clients.

• Strong ability to evaluate clients' unique financial needs and recommend customized investment and planning solutions.

• Willingness and ability to travel up to 50% of the time.

• Comprehensive understanding of brokerage services, insurance products, investment management, estate planning, financial planning, and retirement planning.

• Exceptional written, verbal, and interpersonal communication skills.

• Strategic thinker capable of influencing and advising executive-level decision-makers.

• Excellent presentation and facilitation skills in both individual and group settings.

• Strong territory management skills with the capacity to prioritize and execute multiple initiatives concurrently.

• Fidelity will not offer immigration sponsorship for this position.

🏝️ Benefits

• A supportive team and resources provided by Fidelity.

• Opportunity to collaborate with Fidelity’s investment management, retirement planning, brokerage, benefits outsourcing, and other financial services.

• Fully remote roles are excluded from Fidelity’s onsite-model transition.