Vice President, Executive Planning Consultant

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

📋 Description

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

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

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

• Incorporate workplace benefits and plan features 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.

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

• Showcase executive services offerings during business reviews.

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

• Identify methods to increase assets under management and broaden client relationships.

⛳️ Requirements

• Possession of Series 7 and Series 66 licenses is mandatory.

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

• A bachelor's degree is required.

• 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.

• A demonstrated record of sales success in the financial services sector.

• Experience working with senior executives and employee benefit plans.

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

• Ability to evaluate 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.

• Excellent written, verbal, and interpersonal communication skills.

• Ability to influence and advise executive-level decision-makers.

• Exceptional presentation and facilitation skills in both individual 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 position.

🏝️ Benefits

• Comprehensive health care coverage.

• Support for emotional well-being.

• Leading retirement benefits in the market.

• Generous paid time off.

• Parental leave.

• Employee match program for charitable giving.

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

• Resources for learning to advance your career.

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