Vice President, Executive Planning Consultant - Northern California
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 9/23/2026
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 the primary financial advisor for senior executives, providing personalized financial planning, retirement income strategies, investment guidance, and asset management support. You will build relationships, present executive services offerings, generate 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
- At least 10 years of face-to-face investment sales and financial planning experience
- Financial services sales experience
- Experience working with senior executives and employee benefit plans
- Experience developing business and managing high-net-worth client relationships
- Ability to travel up to 50%
- Knowledge of brokerage services, insurance products, investment management, estate planning, financial planning, and retirement planning
Responsibilities
- Advise senior executives on financial planning, retirement income, investments, and asset management
- Manage relationships with executive clients
- Present executive services offerings during business reviews
- Generate opportunities through referrals, seminars, and local events
- Increase assets under management and expand client relationships
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