Vice President, Executive Planning Consultant Greater Philadelphia, PA 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, while integrating workplace benefits into comprehensive plans. The consultant will build client engagement and satisfaction, present services, develop referral and event-based opportunities, and grow client relationships and assets under management. They will collaborate with colleagues and advise executive-level clients on strategies aligned with 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, including a record of sales success and experience with senior executives, employee benefit plans, and high-net-worth clients. Required registrations include Series 7 and Series 66, which must be obtained and maintained; an insurance license must also be obtained within six months. Strong knowledge of investment, brokerage, insurance, estate, and retirement planning is essential, along with excellent communication, presentation, relationship management, and territory management skills. A Certified Financial Planner designation is preferred, and completion of an additional professional certification during the first year is encouraged.

Hiring Company

Fidelity Investments