Impress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

Tailor your resume to this Vice President, Executive Planning Consultant - Northeast Market role.

Rezi rewrites your resume against Fidelity Investments's job description. Free.

Tailor your resume to this Vice President, Executive Planning Consultant - Northeast Market role.

Rezi rewrites your resume against Fidelity Investments's job description. Free.

Tailor my resume

Don't guess if your resume is good enough.

See how it scores against the Vice President, Executive Planning Consultant - Northeast Market posting at Fidelity Investments — free, in seconds.

Don't guess if your resume is good enough.

See how it scores against the Vice President, Executive Planning Consultant - Northeast Market posting at Fidelity Investments — free, in seconds.

Get my score

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, integrating workplace benefits into comprehensive financial plans to support client financial well-being and deliver outstanding client experience. The role involves driving client engagement, business growth, and client satisfaction within a collaborative team.

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.
• 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.

Skills

• Financial planning
• Retirement income strategies
• Investment guidance
• Asset management
• Relationship management
• Client engagement
• Business growth
• Client satisfaction
• Sales
• Investment sales
• Brokerage services
• Insurance products
• Estate planning
• Territory management

Work Type

• 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, and learning resources

About the Company

• Fidelity's Personal Investing business unit 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

• 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.