Posted 6 days ago
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**Vice President, Executive Planning Consultant - Central South** Seasoned Executive Planning Consultant delivers comprehensive financial planning and investment guidance to senior executives and C-suite leaders within strategic Workplace benefit plan clients. Key responsibilities involve serving as the primary relationship manager, developing personalized financial plans, and driving business growth. Required skills include Series 7 and Series 66 licenses, minimum 10 years of experience in face-to-face investment sales and financial planning, proven track record of sales success, and exceptional communication skills. This role demands a strategic thinker who can influence executive-level decision-makers and travel up to 50%. Join our leading provider of investment management and retirement planning services, fostering relationships and guiding clients towards their financial goals. Fidelity invests in your growth and offers competitive benefits to balance work and life.
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Full Job Description
Job Description:
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The Executive Planning Consultant (EPC) serves as a trusted financial advisor to senior executives and C-suite leaders within key Workplace benefit plan clients. Acting as the primary relationship manager for a select group of executives, the Executive Planning Consultant provides personalized financial planning, retirement income strategies, investment guidance, and asset management support tailored to each clients unique goals. By integrating workplace benefits and plan provisions into comprehensive financial plans, the EPC helps executives make informed decisions that support both their immediate and long-term financial well-being while delivering outstanding client experience through ongoing consultation and relationship management.
Working as part of a collaborative team, that includes managing directors, relationship managers, and executive services associates, the Executive Planning Consultant drives client engagement, business growth, and client satisfaction. This role involves presenting executive services offerings during business reviews, cultivating new opportunities through referrals, seminars, and local events, and identifying strategies to increase assets under management and expand client relationships.
The Expertise and Skills You Bring
- Series 7 and Series 66 licenses required
- Ability to obtain an insurance license within six months of hire
- Bachelor's degree required
- Certified Financial Planner (CFP) designation preferred
- Completion of CEP Level 1 certification within the first 12 months of employment is strongly encouraged
- 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
- Strong 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 thinker with the ability to influence and advise executive-level decision-makers
- Outstanding presentation and facilitation skills in both one-on-one and group settings
- Strong territory management capabilities with the ability to prioritize and execute multiple initiatives simultaneously
The Team
The Executive Planning Consultant provides planning and guidance for Fidelitys Workplace Investing executive clients and operates within Fidelitys Personal Investing business unit. We are a leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. We believe in establishing relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in your hands. Youll be the one who will personally work with them to help achieve their dreams- whether thats saving for college, for retirement, for a big vacation, or anything else. This is a serious responsibility and thats why well surround you with amazing, supportive people and all the tools you need.
Fidelitys Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Series 07 - FINRA, Series 66 - FINRACategory:
SalesPlease be advised that Fidelitys business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
Company overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.
Reasonable accommodations
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.
Equal opportunity employer
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Applicant screening
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
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