Vice President, Executive Planning Consultant Greater Lufkin, TX Area

The Company is seeking a Vice President, Executive Planning Consultant to serve as a trusted financial advisor and primary relationship manager for senior executives at workplace benefit plan clients. The role involves providing personalized financial planning, retirement income strategies, investment guidance, and asset management support tailored to clients’ goals. Working with a collaborative team, the consultant will present services during business reviews, build relationships through referrals and events, identify new business opportunities, and support client engagement and growth. The position also requires integrating workplace benefits and plan provisions into comprehensive financial plans and advising executive-level decision-makers. Candidates must have a bachelor’s degree and at least 10 years of face-to-face investment sales and financial planning experience, with a record of sales success and experience serving senior executives, benefit plans, and high-net-worth clients. Required registrations include Series 7 and Series 66, which must be obtained and maintained as a condition of employment; candidates must also be able to obtain an insurance license within six months. A Certified Financial Planner designation is preferred, and completion of CEP Level 1 certification within the first year is encouraged. Strong financial planning knowledge, communication and presentation skills, strategic judgment, and the ability to manage a territory and multiple initiatives are essential.

Hiring Company

Fidelity Investments