Vice President, Executive Planning Consultant - Northeast Market

Responsibilities

• Presents executive services offerings during business reviews
• Cultivates new opportunities through referrals, seminars, and local events
• Identifies strategies to increase assets under management and expand client relationships

Requirements

• Series 7 and Series 66 licenses required
• Bachelor's degree required
• Completion of CEP Level 1 certification within the first 12 months of employment is strongly encouraged
• 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
• Strong ability to assess clients' unique financial needs and recommend tailored investment and planning solutions
• Willingness and ability to travel up to 50%

Qualifications

• 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

Benefits

• Comprehensive health care coverage
• Emotional well-being support
• Market-leading retirement
• Generous paid time off and parental leave
• Charitable giving employee match program
• Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

Schedule

• Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles.
• Onsite expectations are likely to evolve as the rollout continues.

Pay

• The base salary range for this position is $96,000-$210,000 per year.