Vice President, Executive Planning Consultant

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

📋 Description

• Function as a reliable financial consultant for senior executives and C-suite leaders within significant Workplace benefit plan clientele.

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

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

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

• Provide continuous consultation and relationship management to enhance client financial health.

• Work in collaboration with managing directors, relationship managers, and executive services associates.

• Foster client engagement, business development, and overall client satisfaction.

• Showcase executive services offerings during business review meetings.

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

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

⛳️ Requirements

• Series 7 and Series 66 licenses are necessary for this position, though they are not required to apply; successful candidates must secure and maintain these registrations as a condition of employment.

• Capability to obtain an insurance license within six months post-hire.

• A bachelor’s degree is mandatory.

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

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

• At least 10 years of experience in direct investment sales and financial planning is required.

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

• Experience collaborating with senior executives and managing employee benefit plans.

• Demonstrated ability in developing new business and managing high-net-worth client relationships.

• Strong aptitude for evaluating clients' specific financial needs and proposing personalized investment and planning solutions.

• Willingness and capability 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 abilities.

• Strategic mindset 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 capability to prioritize and execute multiple initiatives concurrently.

• Fidelity will not offer immigration sponsorship for this role.

🏝️ Benefits

• Supportive colleagues and resources provided by Fidelity.

• Opportunity to engage with Fidelity’s financial products and services.

• Client relationship and business development opportunities.

• Potential for professional growth through required registrations and encouraged CEP Level 1 certification.