Vice President, Executive Planning Consultant - Southeast Market

Fidelity Investments • FL Work From Home Eastern, FL

8d

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 EPC 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 role helps executives make informed decisions about their immediate and long-term financial well-being while delivering an outstanding client experience through 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 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 provides planning and guidance for Fidelity’s Workplace Investing executive clients and operates within Fidelity’s Personal Investing business unit.

Fidelity will not provide immigration sponsorship for this position. The company is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Current onsite requirements vary by role and location and may evolve; the transition does not apply to fully remote roles.

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.
• At least 10 years of experience in face-to-face investment sales and financial planning.
• 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’ 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 thinking and the ability to influence and advise executive-level decision-makers.
• Strong presentation and facilitation skills in one-on-one and group settings.
• Strong territory management skills, including prioritizing and executing 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.
• Conduct ongoing consultations and manage client relationships to support client goals and deliver a strong client experience.
• Collaborate with managing directors, relationship managers, and executive services associates to drive client engagement, business growth, and client 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.

What This Job Offers

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