Vice President, Executive Planning Consultant

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

📋 Description

• Act 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 chosen group of executives.

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

• Incorporate workplace benefits and plan details into well-rounded financial plans.

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

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

• Enhance client engagement, foster business growth, and boost client satisfaction.

• Present executive services offerings during business evaluations.

• Generate new opportunities through referrals, seminars, and community 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.

• Ability to secure an insurance license within six months of hiring.

• 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.

• A minimum of 10 years of experience in direct investment sales and financial planning is required.

• Proven record of sales achievements in the financial services sector.

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

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

• Strong capability to evaluate 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.

• Excellent written, verbal, and interpersonal communication abilities.

• Strategic mindset with the ability to influence and advise executive-level decision-makers.

• Exceptional presentation and facilitation skills in both individual and group settings.

• Strong territory management skills with the ability to prioritize and manage multiple initiatives concurrently.

• Fidelity will not offer immigration sponsorship for this role.

🏝️ Benefits

• Comprehensive health care coverage.

• Emotional well-being support.

• Market-leading retirement plans.

• Generous paid time off.

• Parental leave.

• Charitable giving employee match program.

• Educational assistance, including student loan repayment options.

• Tuition reimbursement.

• Learning resources to help advance your career.

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