Vice President, Executive Planning Consultant

🕒 Setembro 17

🌲 North Carolina, Maryland, +2 estados a mais – Remoto

🌲 North Carolina – Remote 🦀 Maryland – Remote 🔔 Pennsylvania – Remote ⚔️ Virginia – Remote

💵 $96.000 - $210.000 / ano

⏰ Tempo Integral

🔴 Especialista

👔 Vice-presidente

👻 Score fantasma 2%

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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 outstanding client experience • Collaborate with managing directors, relationship managers, and executive services associates • 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 thinking and ability to influence and advise executive-level decision-makers • Outstanding presentation and facilitation skills in one-on-one and group settings • Strong territory management capabilities and ability to prioritize and execute multiple initiatives simultaneously • Fidelity will not provide immigration sponsorship for this position

🏖️ Benefícios

• Comprehensive health care coverage • Emotional well-being support • 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 develop your career • Bonus or other variable compensation may be included depending on position and eligibility