Remote VP, Executive Planning for Wealth & Benefits

Fidelity Investments Inc.; Central (LA); On-site; USD 180,000 - 250,000; Full time

Job summary

Fidelity Investments Inc. seeks an Executive Planning Consultant for Central South to serve as a trusted financial advisor to senior executives within Workplace benefit plan clients.

You’ll manage executive relationships, provide personalized planning, and drive growth through referrals and client reviews. The role requires leadership, strategic thinking, and the ability to present complex strategies to C-suite clients while expanding assets under management.

Qualifications

• Series 7 and Series 66 licenses required but not required to apply; successful candidates must obtain registrations.
• Ability to obtain an insurance license within six months of hire.
• CEP Level 1 certification completion strongly encouraged within 12 months.
• Minimum 10 years of experience in face-to-face investment sales and financial planning.
• Proven track record of sales success in financial services.
• Experience working with senior executives and employee benefit plans.
• Strong ability to assess clients' financial needs and tailor investment solutions.
• Willingness to travel up to 50%.
• Knowledge of brokerage, insurance, estate, retirement planning.

Responsibilities

• Serve as trusted financial advisor to senior executives and C-suite clients.
• Act as primary relationship manager for a select group of executives.
• Provide personalized financial planning, retirement income strategies, and asset management support.
• Present executive services during reviews and cultivate new opportunities.
• Expand client relationships and assets under management through referrals and events.

Education

Bachelor's degree

CFP designation

Job description

Fidelity Investments Inc. seeks an Executive Planning Consultant for Central South to serve as a trusted financial advisor to senior executives within Workplace benefit plan clients.

You’ll manage executive relationships, provide personalized planning, and drive growth through referrals and client reviews. The role requires leadership, strategic thinking, and the ability to present complex strategies to C-suite clients while expanding assets under management.