Vice President Executive Planning Consultant
Fidelity Investments is a privately held, Boston-headquartered financial services company providing investing, trading, retirement, wealth management, brokerage, workplace benefits, custody and clearing, and digital-asset services.
About Fidelity Investments
Fidelity serves individual investors, employers, wealth-management firms, institutions, innovators, and charitable donors through diversified financial-services businesses. Current offerings include brokerage and trading, mutual funds and exchange-traded products, retirement and workplace savings, financial planning and advice, wealth management, institutional custody and clearing, and crypto/digital-asset products.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will act as a trusted financial advisor to senior executives and C-suite leaders. You will create personalized financial plans, retirement-income strategies, investment guidance, and asset-management support. You will present executive services, cultivate referrals and event opportunities, and grow assets under management and client relationships.
Requirements
- Series 7 and Series 66 licenses
- Ability to obtain an insurance license within six months of hire
- Bachelor's degree
- Minimum 10 years of face-to-face investment sales and financial planning experience
- Sales success in financial services
- Experience with senior executives and employee benefit plans
- Experience developing new business and managing high-net-worth client relationships
- Knowledge of brokerage services, insurance products, investment management, estate planning, financial planning, and retirement planning
- Ability to travel up to 50%
- CFP designation preferred
- CEP Level 1 certification strongly encouraged within 12 months
Responsibilities
- Provide personalized financial planning, retirement-income strategies, investment guidance, and asset-management support
- Manage relationships with senior executives and C-suite leaders
- Integrate workplace benefits and plan provisions into financial plans
- Present executive-services offerings during business reviews
- Cultivate opportunities through referrals, seminars, and local events
- Increase assets under management and expand client relationships
- Travel up to 50%