Vice President, Executive Planning Consultant Remote (anywhere in New York) + 2 more

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 provides personalized financial planning, retirement income strategies, investment guidance, and asset management support, integrating workplace benefits into comprehensive plans. Responsibilities include building client relationships, presenting services, identifying growth opportunities, and expanding client engagement through referrals, seminars, and events. The consultant also collaborates with internal teams to deliver a strong client experience and advise executives on their financial goals. 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. Series 7 and Series 66 registrations are required, along with the ability to obtain an insurance license within six months; a Certified Financial Planner designation is preferred. Applicants should bring broad knowledge of investment, insurance, estate, and retirement planning, along with strong communication, presentation, relationship-management, and territory-management skills. The role calls for strategic judgment and the ability to influence executive-level decision-makers.

Hiring Company

Fidelity Investments