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 9/24/2026full-timeRemote • United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning, investment management, and relationship management with high-net-worth clients, while effectively collaborating with senior executives to drive business growth and client satisfaction.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseCertified Financial Planner (CFP®)10 Years of Experience in Financial PlanningStrong Communication Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial PlanningInvestment ManagementRetirement PlanningAsset ManagementBrokerage ServicesEstate PlanningClient Relationship ManagementSales SuccessTerritory ManagementStrategic Thinking

Soft Skills

Interpersonal CommunicationPresentation SkillsInfluencing SkillsConsultation SkillsCollaboration

Certifications & Qualifications

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

Industry Keywords

Financial ServicesWorkplace BenefitsHigh-Net-Worth ClientsInvestment SalesClient Engagement

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 experience
Collaborate with managing directors, relationship managers, and executive services associates
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

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 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 thinking and ability to influence and advise executive-level decision-makers
Outstanding presentation and facilitation skills in one-on-one and group settings
Strong territory management capabilities and ability to prioritize and execute multiple initiatives simultaneously
Must be able to satisfy applicable regulatory and criminal-history requirements
Fidelity will not provide immigration sponsorship for this position

Benefits

Comp & perks

Fidelity provides supportive colleagues and tools needed to serve clients
Ability to work remotely; the posting states the onsite transition does not apply to fully remote roles