Vice President Executive Planning Consultant Northeast Market
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.
Maintainer signals as of 9/25/2026
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 financial planning, retirement income strategies, investment guidance, and asset-management support. You will manage executive relationships, present service offerings, develop opportunities through referrals and events, and grow assets under management.
Requirements
- Series 7 license
- Series 66 license
- 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 serving 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%
- Certified Financial Planner designation preferred
- CEP Level 1 certification within the first 12 months is strongly encouraged
Responsibilities
- Provide personalized financial planning and retirement income strategies
- Deliver investment guidance and asset-management support
- Manage relationships with senior executive clients
- Present executive services offerings during business reviews
- Develop new business through referrals, seminars, and local events
- Increase assets under management and expand client relationships
- 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