Senior Executive Financial Planner & Strategy Advisor

Fidelity

United States

On-site

USD 120,000 - 200,000

Full time

4 days ago

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Job summary

Fidelity is seeking an Executive Planning Consultant (EPC) to serve as a trusted financial advisor to senior executives. You will provide personalized financial planning, retirement income strategies, and tailored investment guidance while managing key relationships and integrating workplace benefits into comprehensive plans.

Ideal candidates have 10+ years in face‑to‑face investment sales and financial planning, with Series 7/66 licenses and the ability to obtain an insurance license within six

Qualifications

Bachelor's degree required.
Series 7 and Series 66 licenses are required for the role but are not required to apply.
Ability to obtain an insurance license within six months of hire.
CFP designation preferred.
CEP Level 1 certification within the first 12 months of employment is strongly encouraged.
Minimum of 10 years of experience in face‑to‑face investment sales and financial planning.

Responsibilities

Provide personalized financial planning and retirement income strategies for senior executives.
Act as the primary relationship manager for a select group of executives.
Integrate workplace benefits and plan provisions into comprehensive financial plans for informed decision‑making.

Skills

Relationship management

Executive communication

Sales experience

Financial planning

Strategic thinking

Education

Bachelor's degree

CFP designation (preferred)

CEP Level 1 certification (within 12 months)

Job description

Ideal candidates have 10+ years in face‑to‑face investment sales and financial planning, with Series 7/66 licenses and the ability to obtain an insurance license within six

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