Vice President, Executive Planning Consultant - Washington State & Oregon

Fidelity • Seattle, WA

7d

About The Position

The Executive Planning Consultant (EPC) serves as a trusted financial advisor and primary relationship manager to senior executives and C-suite leaders at selected 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 EPC helps clients make informed decisions about their immediate and long-term financial well-being and provides ongoing consultation and relationship management.

Working with managing directors, relationship managers, and executive services associates, the EPC supports client engagement, business growth, and satisfaction. The role includes presenting executive services during business reviews; developing opportunities through referrals, seminars, and local events; and identifying strategies to grow assets under management and client relationships. The position operates within Fidelity’s Personal Investing business unit and provides planning and guidance to Fidelity Workplace Investing executive clients.

The role requires travel of up to 50%. Fidelity is transitioning toward a full-time onsite working model through a phased rollout; onsite expectations vary by role and location and may evolve. The base salary range is $96,000–$210,000 per year, with placement based on responsibilities, scope, location, experience, and other factors. Depending on position and eligibility, compensation may also include a bonus or other variable compensation. Fidelity will not provide immigration sponsorship for this position.

Requirements

• Series 7 and Series 66 licenses are required for the role, but 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.
• 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 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.
• Outstanding presentation and facilitation skills in one-on-one and group settings.
• Strong territory management capabilities, 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 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.
• 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.
• Collaborate with managing directors, relationship managers, and executive services associates to drive client engagement, business growth, and client satisfaction.
• Manage a territory and prioritize and execute multiple initiatives.

Benefits

• Comprehensive health care coverage
• Emotional well-being support
• Market-leading 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
• Potential bonus or other variable compensation, depending on position and eligibility

What This Job Offers

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