Vice President, Executive Planning Consultant

This is a fully remote position, open to applicants in Kentucky, +3 more states.

📋 Description

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

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

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

• Incorporate workplace benefits and plan elements into all-encompassing financial plans.

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

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

• Propel client engagement, business expansion, and overall client satisfaction.

• Showcase executive services offerings during business reviews.

• Foster new opportunities through referrals, seminars, and community events.

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

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

⛳️ Requirements

• Series 7 and Series 66 licenses are mandatory for this position but are not required for application; successful candidates must secure and maintain necessary registrations as a condition of employment.

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

• A bachelor's degree is essential.

• 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 direct investment sales and financial planning.

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

• Experience working with senior executives and employee benefit plans.

• Demonstrated ability to develop new business and manage relationships with high-net-worth clients.

• Strong capacity to assess clients’ distinct financial needs and recommend customized investment and planning solutions.

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

• Extensive 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 settings.

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

• Fidelity will not provide immigration sponsorship for this role.

🏝️ 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.

• Tuition reimbursement.

• Learning resources to advance your career.

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