Vice President, Executive Planning Consultant - Lakes Region

Fidelity Investments • IL Work From Home, IN

4d • $96,000 - $210,000

About The Position

The Executive Planning Consultant (EPC) serves as a trusted financial advisor and primary relationship manager for a select group of senior executives and C-suite leaders at key Workplace benefit plan clients. The role provides personalized financial planning, retirement income strategies, investment guidance, and asset management support tailored to each client’s goals. By incorporating workplace benefits and plan provisions into comprehensive financial plans, the EPC helps clients make informed decisions about their immediate and long-term financial well-being and delivers ongoing consultation and relationship management.

As part of a collaborative team that includes managing directors, relationship managers, and executive services associates, the EPC drives client engagement, business growth, and client satisfaction. The position presents executive services offerings during business reviews, develops opportunities through referrals, seminars, and local events, and identifies strategies to grow assets under management and client relationships. The role provides planning and guidance to Fidelity Workplace Investing executive clients and operates within Fidelity’s Personal Investing business unit. Travel of up to 50% is expected.

The position requires a bachelor’s degree and at least 10 years of face-to-face investment sales and financial planning experience. Series 7 and Series 66 licenses are required but are not required to apply; required registrations must be obtained and maintained as a condition of employment. An insurance license must be obtained within six months of hire. The base salary range is $96,000–$210,000 per year, with placement dependent on role scope, location, experience, and other factors. Depending on eligibility, compensation may also include a bonus or other variable compensation. Fidelity is transitioning to a full-time onsite model in phases, and onsite expectations vary by role and location and may change.

Requirements

• Bachelor’s degree required.
• Minimum 10 years of experience in face-to-face investment sales and financial planning.
• Series 7 and Series 66 licenses are required for the role but are not required to apply; candidates must obtain and maintain required registrations as a condition of employment.
• Ability to obtain an insurance license within six months of hire.
• Proven track record of sales success in 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.
• Ability to assess clients’ 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 thinking and ability to influence and advise executive-level decision-makers.
• Strong presentation and facilitation skills in one-on-one and group settings.
• Strong territory management, prioritization, and ability to execute multiple initiatives simultaneously.

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

• Serve as the primary relationship manager and trusted financial advisor for a select group of senior executives and C-suite leaders at Workplace benefit plan clients.
• Provide personalized financial planning, retirement income strategies, investment guidance, and asset management support.
• Integrate workplace benefits and plan provisions into comprehensive financial plans.
• Deliver ongoing client consultation and relationship management.
• Work collaboratively with managing directors, relationship managers, and executive services associates to drive client engagement, business growth, and satisfaction.
• Present executive services offerings during business reviews.
• Cultivate new business opportunities through referrals, seminars, and local events.
• Identify strategies to increase assets under management and expand client relationships.
• Provide planning and guidance to Fidelity Workplace Investing executive clients.

Benefits

• Comprehensive health care coverage
• Emotional well-being support
• Retirement benefits
• Generous paid time off
• Parental leave
• Charitable giving employee match program
• Educational assistance, including student loan repayment and tuition reimbursement
• Learning resources for career development

What This Job Offers

• Job Type: Full-time
• Career Level: Senior