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 serve as a trusted financial advisor to senior executives and C-suite leaders. You will provide personalized financial planning, investment guidance, retirement-income strategies, and asset-management support while managing relationships, presenting services, generating new opportunities, and growing assets under management.
Requirements
- Series 7 and Series 66 licenses must be obtained and maintained as a condition of employment.
- 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.
- Financial-services sales success.
- Experience with senior executives, employee benefit plans, and high-net-worth clients.
- Knowledge of brokerage services, insurance products, investment management, estate planning, financial planning, and retirement planning.
- Strong presentation, facilitation, communication, territory-management, and relationship-management skills.
Responsibilities
- Provide financial planning, retirement-income strategies, investment guidance, and asset-management support.
- Manage relationships with executive clients.
- Integrate workplace benefits and plan provisions into financial plans.
- Present executive services offerings during business reviews.
- Develop new business through referrals, seminars, and local events.
- Identify opportunities to increase assets under management and expand client relationships.
- Advise executive-level decision-makers on tailored planning and investment solutions.
- Manage a territory and prioritize multiple initiatives.
- Travel up to 50%.
Benefits
- Comprehensive health care coverage.
- Emotional well-being support.
- Retirement benefits.
- Paid time off.
- Parental leave.
- Charitable giving employee match program.
- Student loan repayment.
- Tuition reimbursement.
- Learning resources.