Vice President, Executive Planning Consultant

This is a fully remote position, open to applicants in California.

📋 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 chosen group of executives.

• Offer personalized financial planning, retirement income strategies, investment advice, and asset management support.

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

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

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

• Enhance client engagement, drive business growth, and ensure client satisfaction.

• Present executive services offerings during business reviews.

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

• Identify strategies to boost assets under management and strengthen client relationships.

• Offer planning and guidance for Fidelity's Workplace Investing executive clients.

⛳️ Requirements

• Series 7 and Series 66 licenses are essential for this role but are not necessary to apply; successful candidates must acquire and maintain required registrations as a condition of employment.

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

• A Bachelor's degree is mandatory.

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

• Completion of CEP Level 1 certification within the first 12 months of employment is highly recommended.

• At least 10 years of experience in face-to-face investment sales and financial planning.

• A proven history of sales success in the financial services sector.

• Experience working with senior executives and employee benefit plans.

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

• Strong capability to assess unique financial needs of clients and recommend customized investment and planning solutions.

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

• In-depth knowledge of brokerage services, insurance products, investment management, estate planning, financial planning, and retirement planning.

• Exceptional written, verbal, and interpersonal communication skills.

• Strategic thinker with the ability to influence and advise executive-level decision-makers.

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

• Strong territory management skills with the ability to prioritize and manage multiple initiatives concurrently.

• Fidelity does not provide immigration sponsorship for this position.

🏝️ Benefits

• Comprehensive health care coverage.

• Emotional well-being support.

• Market-leading retirement benefits.

• Generous paid time off.

• Parental leave.

• Charitable giving employee match program.

• Educational assistance, including student loan repayment and tuition reimbursement.

• Learning resources to advance your career.

• Bonus or other variable compensation may be included depending on position and eligibility.