Vista previa generada por IA
Vice President, Executive Planning Consultant - leading financial planning for C-suite executives.
Work from Home in TX or CO, senior role with competitive compensation and benefits.
The Expertise We’re Looking For
Series 7, 63, 65 licenses required
Insurance license to be obtained 6 months into role
A four-year College degree required
Certified Financial Planner (CFP) designation preferred
Obtaining CEP Level 1 within first 12 months in role is strongly encouraged
10 years minimum of experience with face-to-face investment sales and financial planning
Validated sales experience in the Financial Services industry
Experience working with senior-level executives and employee benefit plans
A consistent track record in generating sales and handling relationships with high net worth clients
Demonstrated experience understanding a client’s unique financial situation and ability to position appropriate solutions
Ability to travel up to 50%+
The Purpose of Your Role
You will have the responsibility for maintaining and nurturing relationships with senior executives and management leaders of key Workplace benefit plan clients. In this capacity, the EPC will be the focal point for financial planning and guidance for a select group of executives and be an integral part of a cross company team consisting of managing directors, relationship managers and executive services associates. This team will consistently deliver high levels of customer satisfaction, grow the PWI business in their region, build plan-level opportunities, and driving crossover relationships.
The Skills You Bring
Your demonstrated knowledge of brokerage, insurance, money management, estate planning, financial planning and retirement planning
Your excellent written, verbal and interpersonal communication skills
Your ability to think strategically and influence decisions of executives
Extraordinary presentation skills in both one on one and group settings
Effective territory management and execution skills to drive multiple projects
The Value You Deliver
Handling the overall relationship and mentorship needs of an executive
Incorporating the executive’s benefits and plan provisions into the planning process of executive’s assets in order to exceed assigned targets and drive both PI and WI sales
Presenting (in conjunction with the team) Executive Services offering to executives, Plan Sponsors, board members, etc. during annual business reviews
Ensuring the personal happiness of the executives across multiple workplace companies, by providing high-level of knowledgeable assistance on topics in relation to retirement income planning, investment strategy and product selection through face-to face interactions
Building and developing a book of business via referrals, seminars, and local events for the workplace companies we support
Meet the immediate and future needs of the client by providing and demonstrating solid financial planning skills as well as client centered advice and guidance interactions
Identify, execute and follow up on opportunities to gather additional client assets
Demonstrate Fidelity’s products and services to address the needs of the executive in order to drive crossover and convert them into PI customers
Developing an understanding of each company’s corporate culture and executive needs that make them aware of how benefit changes could affect their financial well-being
How Your Work Impacts the Organization
The Executive Planning Consultant provides planning and guidance for Fidelity’s Workplace Investing executive clients, and operates within in Fidelity’s 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 building 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. You’ll be the one who will personally work with them to help achieve their dreams- whether that’s saving for college, for retirement, for a big vacation, or anything else. This is a serious responsibility and that’s why we’ll surround you with amazing, supportive people and all the tools you need.
This position can be based in Texas or Chicago Area.
Fidelity’s Onsite Working Model and Compensation
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.
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.
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. Note, the application window closes when the position is filled or unposted.
Legal Disclaimer
Please be advised that Fidelity’s 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.
Certifications & Category
Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA
Category: Sales