Senior Executive Financial Planner & Relationship Leader

Fidelity Investments Inc.; United States; A distancia; USD 150.000 - 190.000; Jornada completa

Descripción de la vacante

Fidelity Investments is seeking an Executive Planning Consultant to act as a trusted financial advisor to senior executives within Workplace benefit plan clients. You will manage relationships, provide tailored financial planning, retirement income strategies, and asset management guidance while integrating workplace benefits into comprehensive plans.

You will collaborate with managing directors and relationship managers to drive client engagement and growth, present offerings during reviews,

Formación

• Series 7 and Series 66 licenses required
• Bachelor’s degree required
• CFP designation preferred
• Completion of CEP Level 1 certification within 12 months 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
• Strong advisory and relationship-management skills
• Willingness to travel up to 50%

Responsabilidades

• Serve as primary relationship manager for a select group of executives
• Provide personalized financial planning, retirement income strategies, and asset management support
• Integrate workplace benefits and plan provisions into comprehensive financial plans
• Drive client engagement, business growth and satisfaction
• Present executive services offerings during reviews and cultivate new opportunities

Conocimientos

Client relationship management

Travel up to 50%

Strategic advisory

Communication skills

Educación

Bachelor’s degree

CFP designation (preferred)

CEP Level 1 certification (encouraged)

Herramientas

Series 7

Series 66

Insurance license (within 6 months)

Descripción del empleo

Fidelity Investments is seeking an Executive Planning Consultant to act as a trusted financial advisor to senior executives within Workplace benefit plan clients. You will manage relationships, provide tailored financial planning, retirement income strategies, and asset management guidance while integrating workplace benefits into comprehensive plans.

You will collaborate with managing directors and relationship managers to drive client engagement and growth, present offerings during reviews,