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

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 new business opportunities through referrals and events, and support client engagement, satisfaction, and business growth. They will also advise executive-level decision-makers and recommend strategies to expand client relationships and assets under management. Candidates must hold Series 7 and Series 66 licenses and a bachelor’s degree, and be able to obtain an insurance license within six months. At least 10 years of face-to-face investment sales and financial planning experience is required, along with a record of sales success and experience serving senior executives, employee benefit plans, and high-net-worth clients. Applicants should have comprehensive knowledge of investment, insurance, estate, brokerage, and retirement planning, as well as strong communication, presentation, relationship management, and territory management skills. A Certified Financial Planner designation is preferred; completion of CEP Level 1 certification within the first year is encouraged.

Hiring Company

Fidelity Investments