Vice President, Executive Planning Consultant - Northeast Market

Fidelity Investments•MA Work From Home, MA

4d•$96,000 - $210,000•Onsite

About The Position

The Executive Planning Consultant (EPC) serves as a trusted financial advisor to senior executives and C-suite leaders within key Workplace benefit plan clients. Acting as the primary relationship manager for a select group of executives, the Executive Planning Consultant provides personalized financial planning, retirement income strategies, investment guidance, and asset management support tailored to each client’s unique goals. By integrating workplace benefits and plan provisions into comprehensive financial plans, the EPC helps executives make informed decisions that support both their immediate and long-term financial well-being while delivering outstanding client experience through ongoing consultation and relationship management. Working as part of a collaborative team that includes managing directors, relationship managers, and executive services associates, the Executive Planning Consultant drives client engagement, business growth, and client satisfaction. This role involves presenting executive services offerings during business reviews, cultivating new opportunities through referrals, seminars, and local events, and identifying strategies to increase assets under management and expand client relationships.

Requirements

Series 7 and Series 66 licenses required
Ability to obtain an insurance license within six months of hire
Bachelor's degree required
Minimum of 10 years of experience in face-to-face investment sales and financial planning
Proven track record of sales success within the financial services industry
Experience working with senior executives and employee benefit plans
Demonstrated success developing new business and managing relationships with high-net-worth clients
Strong ability to assess clients' unique financial needs and recommend tailored investment and planning solutions
Willingness and ability to travel up to 50%
Comprehensive knowledge of brokerage services, insurance products, investment management, estate planning, financial planning, and retirement planning
Exceptional written, verbal, and interpersonal communication skills
Strategic thinker with the ability to influence and advise executive-level decision-makers
Outstanding presentation and facilitation skills in both one-on-one and group settings
Strong territory management capabilities with the ability to prioritize and execute multiple initiatives simultaneously
Series 07 - FINRA
Series 63 - FINRA
Series 65 - FINRA
Series 66 - FINRA

Nice To Haves

Certified Financial Planner (CFP®) designation preferred
Completion of CEP Level 1 certification within the first 12 months of employment is strongly encouraged

Responsibilities

Serves as a trusted financial advisor to senior executives and C-suite leaders.
Acts as the primary relationship manager for a select group of executives.
Provides personalized financial planning, retirement income strategies, investment guidance, and asset management support.
Integrates workplace benefits and plan provisions into comprehensive financial plans.
Helps executives make informed decisions that support their financial well-being.
Delivers outstanding client experience through ongoing consultation and relationship management.
Drives client engagement, business growth, and client satisfaction as part of a collaborative team.
Presents executive services offerings during business reviews.
Cultivates new opportunities through referrals, seminars, and local events.
Identifies strategies to increase assets under management and expand client relationships.