Vice President, Executive Planning Consultant - Mid-Atlantic Market
About The Position
The Executive Planning Consultant (EPC) serves as a trusted financial advisor to senior executives and C-suite leaders at key Workplace benefit plan clients. As the primary relationship manager for a select group of executives, the EPC delivers personalized financial planning, retirement income strategies, investment guidance, and asset management support tailored to each client’s goals. The role integrates workplace benefits and plan provisions into comprehensive financial plans and supports clients’ immediate and long-term financial well-being through ongoing consultation and relationship management. 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. The position supports Fidelity Workplace Investing executive clients within Fidelity’s Personal Investing business unit. The role is remote in Philadelphia only, Maryland, Virginia, and North Carolina, and may require travel up to 50%.
Requirements
- Series 7 and Series 66 licenses are required for the role but are not required to apply; successful candidates must obtain and maintain required registrations as a condition of employment.
- 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.
- 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 capabilities and ability to prioritize and 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 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.
- Conduct ongoing client consultation and relationship management to support client financial well-being and deliver an outstanding client experience.
- Collaborate with managing directors, relationship managers, and executive services associates.
- 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.
- Manage territory priorities and execute multiple initiatives.
Benefits
- Comprehensive health care coverage
- Emotional well-being support
- Market-leading retirement
- Generous paid time off
- Parental leave
- Charitable giving employee match program
- Educational assistance, including student loan repayment and tuition reimbursement
- Learning resources to develop your career
- Potential bonus or other variable compensation, depending on position and eligibility
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What This Job Offers
Job Type
Full-time
Career Level
Executive
