Vice President, Executive Planning Consultant - Washington State & Oregon

Fidelity Investments • Portland, WA

8d • $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 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 consultant helps executives make informed decisions about their immediate and long-term financial well-being while delivering 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 strategies to increase assets under management and expand client relationships. The position supports Fidelity Workplace Investing executive clients within Fidelity’s Personal Investing business unit.

Fidelity states that it is transitioning to a full-time onsite working model through a phased regional and role-based rollout. Some roles and locations currently require 100% onsite presence, while others require less; expectations may evolve during the rollout. The posting does not specify the onsite expectation for this particular role. Travel of up to 50% is required. Fidelity will not provide immigration sponsorship for this position.

Requirements

• Bachelor’s degree required.
• Minimum 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.
• 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 skills, including the ability to prioritize and execute multiple initiatives simultaneously.
• Willingness and ability to travel up to 50%.
• 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.

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 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.
• Consult with clients on an ongoing basis and deliver an outstanding client experience.
• Collaborate with managing directors, relationship managers, and executive services associates to drive engagement, business growth, and client satisfaction.
• Present executive services offerings during business reviews.
• Cultivate new opportunities through referrals, seminars, and local events.
• Identify strategies to increase assets under management and expand client relationships.
• Travel as required, up to 50%.

Benefits

• Comprehensive health care coverage and emotional well-being support.
• Market-leading retirement benefits.
• Generous paid time off and parental leave.
• Charitable giving employee match program.
• Educational assistance, including student loan repayment, tuition reimbursement, and learning resources for career development.
• Depending on the position and eligibility requirements, the offer package may include bonus or other variable compensation.

What This Job Offers

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