Vice President, Executive Planning Consultant

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

📋 Description

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

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

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

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

• Provide continuous consultation and relationship management to enhance client financial well-being.

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

• Present executive services offerings during business review meetings.

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

• Develop strategies to increase assets under management and broaden client relationships.

• Deliver planning and guidance for Fidelity’s Workplace Investing executive clients within the Personal Investing business unit.

⛳️ Requirements

• Series 7 and Series 66 licenses are mandatory.

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

• A bachelor's degree is required.

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

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

• At least 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 capability to assess clients' individual financial needs 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 one-on-one and group environments.

• Strong territory management skills with the ability to prioritize and execute multiple initiatives simultaneously.

• Must comply with relevant regulatory requirements and restrictions pertaining to criminal histories.

• Fidelity will not provide immigration sponsorship for this role.

🏝️ Benefits

• Access to tools and support from Fidelity’s collaborative team.

• Continuous consultation and relationship management assistance.

• Opportunity to collaborate with managing directors, relationship managers, and executive services associates.

• Chance to engage in referrals, seminars, and local events.

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