Vice President, Executive Planning Consultant - Northern California
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 clients’ goals. By incorporating workplace benefits and plan provisions into comprehensive financial plans, the EPC helps clients make informed decisions that support their immediate and long-term financial well-being and delivers an ongoing, high-quality client experience. Working collaboratively with managing directors, relationship managers, and executive services associates, the EPC drives client engagement, business growth, and client satisfaction. The role presents executive services offerings during business reviews, develops opportunities through referrals, seminars, and local events, and identifies ways to increase assets under management and expand client relationships. This position supports Fidelity Workplace Investing executive clients within Fidelity’s Personal Investing business unit. Travel of up to 50% is required.
Requirements
- Bachelor’s degree.
- Series 7 and Series 66 licenses are required for the role, but are not required to apply; required registrations must be obtained and maintained as a condition of employment.
- Ability to obtain an insurance license within six months of hire.
- At least 10 years of experience in face-to-face investment sales and financial planning.
- Proven 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 individual and group settings.
- Strong territory management skills and ability to prioritize and execute multiple initiatives simultaneously.
Nice To Haves
- Certified Financial Planner (CFP®) designation.
- Completion of CEP Level 1 certification within the first 12 months of employment is strongly encouraged.
Responsibilities
- Serve as the primary relationship manager for a select group of senior executive and C-suite 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.
- Collaborate 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.
- Assess clients’ financial needs and recommend tailored investment and planning solutions.
- Manage territory priorities and execute multiple initiatives.
- Travel up to 50%.
Benefits
- Comprehensive health care coverage and emotional well-being support.
- Retirement benefits.
- Paid time off.
- Parental leave.
- Charitable giving employee match program.
- Educational assistance, including student loan repayment, tuition reimbursement, and learning resources.
- Depending on position and eligibility, bonus or other variable compensation.
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What This Job Offers
Job Type
Full-time
Career Level
Executive
