Vice President, Executive Planning Consultant - Central Market at Fidelity Investments | chakrie

Requirements

Additional Requirements

Series 7 and Series 66 licenses required
Ability to obtain an insurance license within six months of hire
Certified Financial Planner (CFP®) designation preferred
Completion of CEP Level 1 certification within the first 12 months of employment is strongly encouraged
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
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
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
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
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 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.
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
investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations
among others. Those laws and regulations may restrict Fidelity from hiring and
or associating with individuals with certain Criminal Histories.

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Salary & benefits

A clear overview of what is expected, written by the people who posted it, with every detail you need to decide.

Qualifications, experience and the skills that matter most, along with anything that would make you stand out.

Practical next steps, the documents to prepare and the dates to keep in mind before you apply or get in touch.

Contact details, links to the official source and the notes our team adds after checking each listing by hand.

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Vice President, Executive Planning Consultant - Central Market

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