Vice President, Executive Planning Consultant Remote (anywhere in Washington) + 3 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 and C-suite clients. The role involves providing personalized financial planning, retirement income strategies, investment guidance, and asset management support tailored to clients’ goals and workplace benefits. The consultant will build and maintain client relationships, present services, identify growth opportunities, and develop business through referrals, seminars, and events. They will also collaborate with colleagues to strengthen client engagement and satisfaction. Candidates must have a bachelor’s degree and at least 10 years of face-to-face investment sales and financial planning experience, including success developing business and managing high-net-worth relationships. Experience advising senior executives and working with employee benefit plans is required, along with strong knowledge of investment, insurance, estate, and retirement planning. Series 7 and Series 66 registrations are required, with the ability to obtain an insurance license; a CFP designation is preferred. Excellent communication, presentation, strategic advisory, and territory management skills are essential.

Hiring Company

Fidelity Investments