Vice President, Executive Planning Consultant

🔥 1 minute ago

🏄 California – Remote

🏄 California – Remote

💵 $96k - $210k / year

⏰ Full Time

🔴 Lead

👔 Vice President

👻 Ghost score 0%

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Fidelity Investments

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1946

💸 Finance

🤝 B2B

👥 B2C

💰 $2M Series unknown on 2024-03

Finance • B2B • B2C

Fidelity Investments is a U. S. -based, globally diversified financial services firm focused on helping individual and institutional customers achieve their financial objectives. The company is known for investment management (including mutual funds and asset management), retirement and wealth-management services, brokerage and trading platforms, and institutional client services. Fidelity operates consumer-facing products for retail investors as well as B2B services for employers, advisors, and institutions; the provided website text also highlights standard web privacy/cookie practices and cross-border usage restrictions.

📋 Description

• 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 • Work collaboratively 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

🎯 Requirements

• Series 7 and Series 66 licenses are required for the role but are not required to apply; successful candidates must obtain and maintain required registrations as a condition of employment • 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 • Fidelity will not provide immigration sponsorship for this position

🏖️ Benefits

• 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 and tuition reimbursement • Learning resources to develop your career • Bonus or other variable compensation may be included depending on position and eligibility