Vice President, Executive Planning Consultant - Central Market

Fidelity Investments • Central, TX

8d

About The Position

The Executive Planning Consultant (EPC) serves as a trusted financial advisor and primary relationship manager to 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 plans, the EPC helps clients make informed decisions that support 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 client satisfaction. The role includes presenting executive services offerings during business reviews, developing opportunities through referrals, seminars, and local events, and identifying ways to grow assets under management and client relationships. The position is part of Fidelity’s Personal Investing business unit and provides planning and guidance for Workplace Investing executive clients.

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, including prioritizing and executing 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 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.
• Provide ongoing consultation and relationship management to 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