Vice President, Executive Planning Consultant – Northeast Market

🕒 Julho 28

🦞 Maine, New Hampshire, +3 estados a mais – Remoto

🦞 Maine – Remote 🗻 New Hampshire – Remote 🏖️ New Jersey – Remote 🍂 Massachusetts – Remote ⚓ Rhode Island – Remote

💵 $96.000 - $210.000 / ano

⏰ Tempo Integral

🔴 Especialista

👔 Vice-presidente

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

• serves as a trusted financial advisor to senior executives and C-suite leaders within key Workplace benefit plan clients • acting as the primary relationship manager for a select group of executives • provides personalized financial planning, retirement income strategies, investment guidance, and asset management support to clients • integrates workplace benefits and plan provisions into comprehensive financial plans • helps executives make informed decisions that support immediate and long-term financial well-being • delivers outstanding client experience through ongoing consultation and relationship management • drives client engagement, business growth, and client satisfaction • presents executive services offerings during business reviews • cultivates new opportunities through referrals, seminars, and local events • identifies strategies to increase assets under management and expand client relationships

🎯 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%

🏖️ Benefícios

• comprehensive health care coverage and emotional well-being support • market-leading retirement • generous paid time off and parental leave • charitable giving employee match program • educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career