Vice President, Executive Planning Consultant - Central South

Fidelity Investments Inc.; Merrimack (NH); On-site; USD 150,000 - 230,000; Full time

Job summary

The Executive Planning Consultant (EPC) at Fidelity Investments Inc. serves as a trusted financial advisor to senior executives, delivering personalized planning, retirement income strategies, and asset management tailored to each client’s goals.

Working with a team of managing directors and relationship managers, the EPC drives engagement, growth, and client satisfaction, while presenting offerings, seeking referrals, and expanding relationships across Workplace Investing and Personal Investing

Qualifications

• Series 7 and Series 66 licenses required
• Ability to obtain an insurance license within six months of hire
• Bachelor's degree required
• CFP designation preferred
• CEP Level 1 certification within the first 12 months of employment 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
• Demonstrated success in developing new business and managing relationships with high-net-worth clients
• Strong ability to tailor investment and planning solutions to client needs
• Willingness to travel up to 50%
• Knowledge of brokerage, insurance products, investment management, estate & retirement planning
• Exceptional written, verbal, and interpersonal communication skills
• Strategic thinker with influence at executive level
• Strong presentation and facilitation skills
• Territory management capabilities

Responsibilities

• Serve as trusted financial advisor to senior executives and C-suite leaders within key Workplace benefit plan clients
• Act as primary relationship manager for a select group of executives and provide personalized financial planning
• Integrate workplace benefits into comprehensive financial plans and support long-term financial well-being
• Drive client engagement, business growth, and satisfaction through ongoing consultation
• Present executive services offerings during reviews and cultivate new opportunities via referrals, seminars and events
• Expand assets under management and deepen client relationships

Skills

Series 7 license

Series 66 license

Insurance license

CFP designation

CEP Level 1

Bachelor's degree

Sales experience

Relationship management

Executive advisory

Financial planning

Strategic thinking

Presentation skills

Communication skills

Travel up to 50%

Education

Bachelor's degree

CFP designation

CEP Level 1 certification

Job description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

The Executive Planning Consultant (EPC) serves as a trusted financial advisor to senior executives and C-suite leaders within key Workplace benefit plan clients. Acting as the primary relationship manager for a select group of executives, the Executive Planning Consultant provides personalized financial planning, retirement income strategies, investment guidance, and asset management support tailored to each client’s unique goals. By integrating workplace benefits and plan provisions into comprehensive financial plans, the EPC helps executives make informed decisions that support both their immediate and long-term financial well-being while delivering outstanding client experience through ongoing consultation and relationship management.

Working as part of a collaborative team, that includes managing directors, relationship managers, and executive services associates, the Executive Planning Consultant drives client engagement, business growth, and client satisfaction. This role involves presenting executive services offerings during business reviews, cultivating new opportunities through referrals, seminars, and local events, and identifying strategies to increase assets under management and expand client relationships.

The Expertise and Skills You Bring

• Series 7 and Series 66 licenses required
• Ability to obtain an insurance license within six months of hire
• Bachelor's degree required
• Certified Financial Planner (CFP®) designation preferred
• Completion of CEP Level 1 certification within the first 12 months of employment is strongly encouraged
• Minimum 10 years of experience in face-to-face investment sales and financial planning
• Proven track record of sales success within the financial services industry
• Experience working with senior executives and employee benefit plans
• Demonstrated success developing new business and managing relationships with high-net-worth clients
• Strong ability to assess clients' unique financial needs and recommend tailored investment and planning solutions
• Willingness and ability to travel up to 50%
• Comprehensive knowledge of brokerage services, insurance products, investment management, estate planning, financial planning, and retirement planning
• Exceptional written, verbal, and interpersonal communication skills
• Strategic thinker with the ability to influence and advise executive-level decision-makers
• Outstanding presentation and facilitation skills in both one-on-one and group settings
• Strong territory management capabilities with the ability to prioritize and execute multiple initiatives simultaneously

The Team

The Executive Planning Consultant provides planning and guidance for Fidelity’s Workplace Investing executive clients and operates within Fidelity’s Personal Investing business unit. We are a leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. We believe in establishing relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in your hands. You’ll be the one who will personally work with them to help achieve their dreams- whether that’s saving for college, for retirement, for a big vacation, or anything else. This is a serious responsibility and that’s why we’ll surround you with amazing, supportive people and all the tools you need.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Series 07 - FINRA, Series 66 - FINRA

Category:

Sales

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.