Senior Executive Planning Advisor

Habitat For Humanity Of Durham; United States; Remote; USD 120,000 - 190,000; Full time

Job summary

Fidelity Investments is seeking an Executive Planning Consultant (EPC) to serve as a trusted financial advisor to senior executives within Workplace benefit plan clients. You will manage relationships, deliver personalized financial planning and retirement strategies, and drive asset growth while coordinating with a team of managing directors and relationship managers.

You will present executive services offerings, identify opportunities via referrals and events, and travel up to 50% as needed

Qualifications

• Bachelor's degree required.
• CFP designation preferred.
• CEP Level 1 certification encouraged within 12 months.

Responsibilities

• Provide personalized financial planning, retirement income strategies, and asset management guidance to senior executives.

Skills

Series 7 licence

Series 66 licence

Insurance license (within 6 months)

Executive relationship management

Financial planning expertise

Retirement income strategies

High-net-worth client experience

Communication skills

Travel up to 50%

Education

Bachelor's degree

CFP designation

CEP Level 1 certification

Job description

Fidelity Investments is seeking an Executive Planning Consultant (EPC) to serve as a trusted financial advisor to senior executives within Workplace benefit plan clients. You will manage relationships, deliver personalized financial planning and retirement strategies, and drive asset growth while coordinating with a team of managing directors and relationship managers.

You will present executive services offerings, identify opportunities via referrals and events, and travel up to 50% as needed