Vice President, Executive Planning Consultant

🕒 July 30

🏢🏡 null – Hybrid

💵 $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

• The Executive Planning Consultant (EPC) 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 • Providing personalized financial planning, retirement income strategies, investment guidance, and asset management support tailored to each client’s unique goals • Integrating workplace benefits and plan provisions into comprehensive financial plans • Helping executives make informed decisions that support both their immediate and long-term financial well-being while delivering outstanding client experience through ongoing consultation and relationship management • Working as part of a collaborative team that includes managing directors, relationship managers, and executive services associates • Driving client engagement, business growth, and client satisfaction • Presenting executive services offerings during business reviews • Cultivating new opportunities through referrals, seminars, and local events • Identifying strategies to increase assets under management and expand client relationships

🎯 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 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

🏖️ Benefits

• 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