C-Suite Financial Strategy Advisor

Fidelity Investments Inc.; Mountain Home (TX); Vor Ort; USD 150.000 - 210.000; Vollzeit

Zusammenfassung

Fidelity Investments Inc. is seeking an Executive Planning Consultant to serve senior executives with personalized financial planning, retirement income strategies, and asset management within Workplace Investing.

You will act as the primary relationship manager for a select group of executives, delivering tailored plans and ongoing consultation. As part of a collaborative team, you will drive client engagement, grow assets, and present services during business reviews.

Qualifikationen

• Bachelor's degree required.
• Series 7 and Series 66 licenses required or ability to obtain.
• Insurance license within six months of hire.
• CFP designation preferred.
• 10 years of face-to-face investment sales and financial planning.
• Travel up to 50%.

Aufgaben

• Act as trusted advisor to senior executives and C-suite clients.
• Provide financial planning, retirement income strategies, and asset management guidance.
• Present executive services offerings during reviews and drive client engagement.
• Cultivate new opportunities through referrals, seminars, and local events.
• Grow assets under management and strengthen client relationships.

Kenntnisse

Relationship management

Financial planning

Executive client service

Sales strategy

Communication skills

Travel up to 50%

Ausbildung

Bachelor's degree

Tools

Brokerage services

Insurance products

Estate planning

Retirement planning

Portfolio guidance

Jobbeschreibung

Fidelity Investments Inc. is seeking an Executive Planning Consultant to serve senior executives with personalized financial planning, retirement income strategies, and asset management within Workplace Investing.

You will act as the primary relationship manager for a select group of executives, delivering tailored plans and ongoing consultation. As part of a collaborative team, you will drive client engagement, grow assets, and present services during business reviews.