Vice President, Executive Planning Consultant

🕒 Setembro 18

🐊 Florida – Remoto

🐊 Florida – Remote

⏰ Tempo Integral

🔴 Especialista

👔 Vice-presidente

👻 Score fantasma 12%

O que significa: quão provável esta vaga está aberta sem contratação ativa.Como ler: 60% ou mais significa que achamos que é uma vaga fantasma. Pontuações mais baixas preocupam menos.Como pontuamos: tempo em aberto, republicações, vagas abertas vs tamanho do time, rapidez para fechar vagas, e se o salário está divulgado.Observação: é uma estimativa de dados públicos, não um julgamento da empresa. Vagas reais podem ter pontuação alta, então use como uma dica, não como um fato.

Candidatar-se

Encontrar Vagas Remotas Similares

Configurar Alerta de Email para Novas Vagas

📊 Verifique sua pontuação de currículo para esta vaga

Melhore suas chances de conseguir uma entrevista verificando sua pontuação de currículo antes de se candidatar.

Enviar Currículo

Fidelity Investments

SiteLinkedInTodas as Vagas

10.000+ funcionários

Fundada em 1946

💸 Finanças

🤝 B2B

👥 B2C

💰 $2.000.000 Series unknown em 2024-03

Finance • B2B • B2C

A Fidelity Investments é uma empresa de serviços financeiros globalmente diversificada, sediada nos EUA, focada em ajudar clientes individuais e institucionais a alcançarem seus objetivos financeiros. A empresa é conhecida por sua gestão de investimentos (incluindo fundos mútuos e gestão de ativos), serviços de aposentadoria e gestão de patrimônio, plataformas de corretagem e negociação, e serviços para clientes institucionais. A Fidelity opera tanto produtos voltados para consumidores finais, como serviços B2B para empregadores, consultores e instituições; o texto do site também destaca práticas padrão de privacidade/cookies da web e restrições de uso transfronteiriço.

Descrição

• Serve as a trusted financial advisor to senior executives and C-suite leaders within key Workplace benefit plan clients • Act as the primary relationship manager for a select group of executives • Provide personalized financial planning, retirement income strategies, investment guidance, and asset management support • Integrate workplace benefits and plan provisions into comprehensive financial plans • Deliver ongoing consultation and relationship management to support client financial well-being • Drive client engagement, business growth, and client satisfaction • Present executive services offerings during business reviews • Cultivate new opportunities through referrals, seminars, and local events • Identify strategies to increase assets under management and expand client relationships • Provide planning and guidance for Fidelity’s Workplace Investing executive clients within the Personal Investing business unit

🎯 Requisitos

• Series 7 and Series 66 licenses required • Ability to obtain an insurance license within six months of hire • Bachelor's degree required • Certified Financial Planner (CFP®) designation preferred • Completion of CEP Level 1 certification within the first 12 months of employment is strongly encouraged • Minimum of 10 years of experience in face-to-face investment sales and financial planning • Proven track record of sales success within the financial services industry • Experience working with senior executives and employee benefit plans • Demonstrated success developing new business and managing relationships with high-net-worth clients • Strong ability to assess clients' unique financial needs and recommend tailored investment and planning solutions • Willingness and ability to travel up to 50% • Comprehensive 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 • Outstanding presentation and facilitation skills in both one-on-one and group settings • Strong territory management capabilities with the ability to prioritize and execute multiple initiatives simultaneously • Must be able to comply with applicable regulatory requirements and restrictions related to criminal histories • Fidelity will not provide immigration sponsorship for this position

🏖️ Benefícios

• Tools and support from Fidelity’s collaborative team • Ongoing consultation and relationship management support • Opportunity to work with managing directors, relationship managers, and executive services associates • Ability to participate in referrals, seminars, and local events • CEP Level 1 certification completion within the first 12 months is strongly encouraged