Vice President, Executive Planning Consultant – Central Market

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

📋 Description

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

• Serve as the main relationship manager for a designated 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 wellness.

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

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

• Present executive services offerings during business reviews.

• Generate 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 required for this role, although not necessary for application; successful applicants must secure and maintain required registrations as a condition of employment.

• Ability to acquire an insurance license within six months of employment.

• A bachelor's degree is mandatory.

• Certification as a Certified Financial Planner (CFP®) 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.

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

• Experience working with senior executives and employee benefit plans.

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

• Strong capability to assess clients' specific financial needs and suggest personalized investment and planning solutions.

• Willingness and ability to travel up to 50%.

• Extensive knowledge of brokerage services, insurance products, investment management, estate planning, financial planning, and retirement planning.

• Exceptional written, verbal, and interpersonal communication skills.

• Strategic thinking skills to influence and advise executive-level decision-makers.

• Outstanding presentation and facilitation abilities in both individual and group environments.

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

• Fidelity will not offer immigration sponsorship for this position.

🏝️ Benefits

• Supportive team and resources provided by Fidelity.

• Continuous consultation and relationship management assistance.

• Opportunity to collaborate with Fidelity’s investment management, retirement planning, brokerage, benefits outsourcing, and other financial services.