Vice President, Executive Planning Consultant - West Market
About 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 EPC provides personalized financial planning, retirement income strategies, investment guidance, and asset management support tailored to each client’s unique goals.
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
- Works as part of a collaborative team that includes managing directors, relationship managers, and executive services associates
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%
- 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
Qualifications
- Completed CFP® designation
Skills
- Strategic thinker
- Excellent communication skills
- Ability to manage relationships with high-net-worth clients
- Ability to travel up to 50%
- Knowledge of brokerage services, insurance products, investment management, estate planning, financial planning, and retirement planning
Benefits
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Pay
The base salary range for this position is $96,000-$210,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
Schedule
Fidelity’s 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.