Vice President, Executive Planning Consultant

🕒 July 30

🏄 California – Remote

🏄 California – Remote

💵 $96k - $210k / year

⏰ Full Time

🔴 Lead

👔 Vice President

👻 Ghost score 47%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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 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

🎯 Requirements

• 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 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 • Must comply with applicable securities, investment advisory, retirement, and self-regulatory organization laws and regulations • Required certifications include Series 07, Series 63, Series 65, and Series 66 (FINRA)

🏖️ 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 for career development • Bonus or other variable compensation may be included depending on position and eligibility