Vice President, Executive Planning Consultant Remote (anywhere in Illinois) + 5 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 involves providing personalized financial planning, retirement income strategies, investment guidance, and asset management support, while integrating workplace benefits into comprehensive plans. The consultant will collaborate with internal teams, present services during client reviews, and build engagement through referrals, seminars, and events. They will also identify opportunities to grow client relationships and assets under management. 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 serving senior executives, benefit plans, and high-net-worth clients. Series 7 and Series 66 licenses are required for the role, though they may be obtained after applying; candidates must also be able to obtain an insurance license within six months. A CFP designation is preferred, and completion of a relevant Level 1 certification within the first year is encouraged. Strong financial planning knowledge, communication and presentation skills, strategic judgment, and the ability to manage multiple priorities are essential.

Hiring Company

Fidelity Investments