Vice President, Executive Planning Consultant

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

📋 Description

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

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

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

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

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

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

• Drive client engagement, business growth, and overall client satisfaction.

• Present executive services offerings during business reviews.

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

• Identify strategies to enhance 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

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

• Must be able to obtain an insurance license within six months of hire.

• 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 is necessary.

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

• Experience working with senior executives and employee benefit plans is essential.

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

• Strong capability to assess clients' specific financial needs and recommend customized investment and planning solutions.

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

• Comprehensive understanding of brokerage services, insurance products, investment management, estate planning, financial planning, and retirement planning.

• Exceptional written, verbal, and interpersonal communication skills are required.

• Strategic thinking 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 alongside the ability to prioritize and execute multiple initiatives simultaneously.

• Fidelity will not offer immigration sponsorship for this role.

🏝️ Benefits

• Comprehensive health care coverage.

• Support for emotional well-being.

• 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 further develop your career.

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