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About 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. The EPC provides personalized financial planning, retirement income strategies, investment guidance, and asset management support. This role involves driving client engagement, business growth, and client satisfaction by presenting offerings, cultivating new opportunities, and identifying strategies to increase assets under management.

Responsibilities

Serve as the primary relationship manager for a select group of executives.
Provide personalized financial planning, retirement income strategies, investment guidance, and asset management support.
Integrate workplace benefits and plan provisions into comprehensive financial plans.
Deliver outstanding client experience through ongoing consultation and relationship management.
Drive client engagement, business growth, and client satisfaction.
Present executive services offerings during business reviews.
Cultivate new opportunities through referrals, seminars, and local events.
Identify strategies to increase assets under management and expand client relationships.

Requirements

Series 7 and Series 66 licenses required.
Ability to obtain an insurance license within six months of hire.
Bachelor's degree required.
Minimum of 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.
Fidelity will not provide immigration sponsorship for this position.
Individuals with certain Criminal Histories may be restricted from hiring and/or association due to laws and regulations.

Skills

Financial planning
Retirement income strategies
Investment guidance
Asset management
Relationship management
Client consultation
Sales
Business development
High-net-worth client management
Investment and planning solution recommendation
Brokerage services knowledge
Insurance products knowledge
Investment management knowledge
Estate planning knowledge
Retirement planning knowledge
Written communication
Verbal communication
Interpersonal communication
Strategic thinking
Influencing
Advising
Presentation skills
Facilitation skills
Territory management
Prioritization
Multi-tasking

Location

Onsite

Work Type

Full-time
Onsite

Experience Level

Minimum of 10 years of experience in face-to-face investment sales and financial planning

Education Level

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

Salary/Compensations

$96,000-$210,000 per year

Benefits

Comprehensive health care coverage
Emotional well-being support
Market-leading retirement
Generous paid time off
Parental leave
Charitable giving employee match program
Educational assistance including student loan repayment
Tuition reimbursement
Learning resources to develop your career

About the Company

Fidelity is 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.
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles.

Equal Opportunity

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.