Vice President Executive Planning Consultant Southeast 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 9/2/2026
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 advise senior executives and C-suite leaders on personalized financial plans, retirement income strategies, investments, and asset management. You will manage client relationships, present executive services, develop new opportunities, grow assets under management, and travel within the territory.
Requirements
- Series 7 license
- Series 66 license
- Ability to obtain an insurance license within six months of hire
- Bachelor’s degree
- 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%
Responsibilities
- Provide personalized financial planning, retirement income strategies, investment guidance, and asset management support
- Manage relationships with executive clients
- Present executive services during business reviews
- Develop new opportunities through referrals, seminars, and local events
- Identify strategies to grow assets under management and expand client relationships
- Travel up to 50%
Benefits
- Fully paid parental leave
- On-site health and wellness centers