Senior Executive Planning & Wealth Advisor

Fidelity Investments Inc.; Mountain Home (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

Fidelity Investments Inc. seeks an Executive Planning Consultant to serve as a trusted financial advisor to senior executives within Workplace Investing.

You will act as the primary relationship manager, delivering personalized financial planning, retirement income strategies, and asset management guidance tailored to executives' goals. Working with managing directors and relationship managers, you will drive client engagement, growth, and satisfaction.

Qualifications

• Requires Series 7 and Series 66 licenses; required registrations as a condition of employment.
• Ability to obtain an insurance license within six months of hire.
• Bachelor's degree required; CFP designation preferred.
• Completion of CEP Level 1 strongly encouraged within 12 months.

Responsibilities

• Serve as trusted financial advisor to senior executives and C-suite clients within Workplace Investing.
• Act as primary relationship manager for a select group of executives, providing tailored financial planning and retirement strategies.
• Drive client engagement, growth, and satisfaction through executive services offerings and referrals.
• Present executive services during reviews; cultivate new opportunities to increase assets under management.

Skills

Series 7

Series 66

Insurance license

CFP designation

CEP Level 1

Bachelor's degree

10+ years investment sales

Executive relationship management

Travel up to 50%

Education

Bachelor's degree

CFP designation

CEP Level 1 certification

Job description

Fidelity Investments Inc. seeks an Executive Planning Consultant to serve as a trusted financial advisor to senior executives within Workplace Investing.

You will act as the primary relationship manager, delivering personalized financial planning, retirement income strategies, and asset management guidance tailored to executives' goals. Working with managing directors and relationship managers, you will drive client engagement, growth, and satisfaction.