Vice President, Executive Planning Consultant

Fidelity Investments

. Serve as a trusted financial advisor to senior executives and C-suite leaders within key Workplace benefit plan clients .

Posted 9/18/2026full-timeRemote • Florida • United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning, investment management, and relationship management with high-net-worth clients, while effectively engaging with senior executives to deliver tailored financial solutions. Proven ability to drive business growth and client satisfaction through strategic thinking and exceptional communication skills.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseCertified Financial Planner (CFP®)10+ Years of Financial Planning ExperienceInvestment Management Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment GuidanceAsset ManagementRetirement Income StrategiesBrokerage Services KnowledgeEstate PlanningInsurance Products KnowledgeClient Relationship ManagementSales Success in Financial ServicesTerritory Management

Soft Skills

Exceptional Communication SkillsStrategic ThinkingInfluencing SkillsPresentation SkillsInterpersonal Skills

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseCertified Financial Planner (CFP®)CEP Level 1 Certification

Industry Keywords

Financial ServicesWorkplace BenefitsHigh-Net-Worth ClientsClient EngagementBusiness Growth

About the role

Key responsibilities & impact

Serve as a trusted financial advisor to senior executives and C-suite leaders within key Workplace benefit plan clients
Act as the primary relationship manager for a select group of executives
Provide personalized financial planning, retirement income strategies, investment guidance, and asset management support
Integrate workplace benefits and plan provisions into comprehensive financial plans
Deliver ongoing consultation and relationship management to support client financial well-being
Drive client engagement, business growth, and client satisfaction
Present executive services offerings during business reviews
Cultivate new opportunities through referrals, seminars, and local events
Identify strategies to increase assets under management and expand client relationships
Provide planning and guidance for Fidelity’s Workplace Investing executive clients within the Personal Investing business unit

Requirements

What you’ll need

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 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
Must be able to comply with applicable regulatory requirements and restrictions related to criminal histories
Fidelity will not provide immigration sponsorship for this position

Benefits

Comp & perks

Tools and support from Fidelity’s collaborative team
Ongoing consultation and relationship management support
Opportunity to work with managing directors, relationship managers, and executive services associates
Ability to participate in referrals, seminars, and local events
CEP Level 1 certification completion within the first 12 months is strongly encouraged