C-Suite Financial Planning Strategist

Fidelity Investments Inc.; Merrimack (NH); On-site; USD 150,000 - 230,000; Full time

Job summary

The Executive Planning Consultant (EPC) at Fidelity Investments Inc. serves as a trusted financial advisor to senior executives, delivering personalized planning, retirement income strategies, and asset management tailored to each client’s goals.

Working with a team of managing directors and relationship managers, the EPC drives engagement, growth, and client satisfaction, while presenting offerings, seeking referrals, and expanding relationships across Workplace Investing and Personal Investing

Qualifications

• Series 7 and Series 66 licenses required
• Ability to obtain an insurance license within six months of hire
• Bachelor's degree required
• CFP designation preferred
• CEP Level 1 certification within the first 12 months of employment encouraged
• Minimum 10 years of experience in face-to-face investment sales and financial planning
• Proven track record of sales success in financial services
• Experience with senior executives and employee benefit plans
• Demonstrated success in developing new business and managing relationships with high-net-worth clients
• Strong ability to tailor investment and planning solutions to client needs
• Willingness to travel up to 50%
• Knowledge of brokerage, insurance products, investment management, estate & retirement planning
• Exceptional written, verbal, and interpersonal communication skills
• Strategic thinker with influence at executive level
• Strong presentation and facilitation skills
• Territory management capabilities

Responsibilities

• Serve as trusted financial advisor to senior executives and C-suite leaders within key Workplace benefit plan clients
• Act as primary relationship manager for a select group of executives and provide personalized financial planning
• Integrate workplace benefits into comprehensive financial plans and support long-term financial well-being
• Drive client engagement, business growth, and satisfaction through ongoing consultation
• Present executive services offerings during reviews and cultivate new opportunities via referrals, seminars and events
• Expand assets under management and deepen client relationships

Skills

Series 7 license

Series 66 license

Insurance license

CFP designation

CEP Level 1

Bachelor's degree

Sales experience

Relationship management

Executive advisory

Financial planning

Strategic thinking

Presentation skills

Communication skills

Travel up to 50%

Education

Bachelor's degree

CFP designation

CEP Level 1 certification

Job description

The Executive Planning Consultant (EPC) at Fidelity Investments Inc. serves as a trusted financial advisor to senior executives, delivering personalized planning, retirement income strategies, and asset management tailored to each client’s goals.

Working with a team of managing directors and relationship managers, the EPC drives engagement, growth, and client satisfaction, while presenting offerings, seeking referrals, and expanding relationships across Workplace Investing and Personal Investing