Senior Executive Financial Planner & Advisor

Soteria Reinsurance Ltd.; Town of Florida (NY); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

Competitive compensation

Onsite work model

Job summary

Fidelity Investments in New York seeks an Executive Planning Consultant to advise senior executives on financial planning, retirement income strategies, and asset management as part of Workplace Investing.

Collaborate with managing directors and relationship teams to drive client engagement, grow assets, and deliver exceptional service across high-net-worth executives and corporate clients.

Qualifications

• Must hold Series 7 and Series 66 licenses.
• Bachelor's degree required.
• CFP designation preferred.
• Willingness to obtain insurance license within 6 months.

Responsibilities

• Provide personalized financial planning and retirement income strategies for senior executives.
• Serve as primary relationship manager for a select group of executives.
• Present executive services offerings during reviews and cultivate new opportunities.

Skills

Series 7

Series 66

Bachelor's degree

CFP designation

CEP Level 1 certification

10+ years experience

Sales in financial services

Face-to-face investment sales

Travel up to 50%

Education

Bachelor's degree

Job description

Fidelity Investments in New York seeks an Executive Planning Consultant to advise senior executives on financial planning, retirement income strategies, and asset management as part of Workplace Investing.

Collaborate with managing directors and relationship teams to drive client engagement, grow assets, and deliver exceptional service across high-net-worth executives and corporate clients.