Vice President, Executive Planning Consultant Remote (anywhere in Florida)

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. The consultant will integrate workplace benefits into comprehensive plans, maintain ongoing client relationships, and deliver a high-quality advisory experience. Responsibilities also include presenting services, developing new business through referrals and events, and identifying opportunities to deepen client relationships and grow assets. 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 advising senior executives, working with employee benefit plans, and managing high-net-worth relationships. Series 7 and Series 66 registrations are required, though they may be obtained after applying, and candidates must be able to obtain an insurance license within six months. A CFP designation is preferred; completion of CEP Level 1 certification within the first year is encouraged. Strong knowledge of investment, insurance, estate, and retirement planning, along with excellent communication, presentation, strategic advisory, and territory management skills, is essential.

Hiring Company

Fidelity Investments