Vice President, Executive Planning Consultant - Central Market

Fidelity Investments

Executive Planning Consultant at Fidelity providing personalized financial planning for senior executives. Collaborating with a team to enhance client experience and business growth.

Posted 7/30/2026full-timeRemote • Illinois • 🇺🇸 United StatesLead💰 $96,000 - $210,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning, investment management, and relationship management, with a strong focus on serving high-net-worth clients and senior executives. Proven ability to develop tailored financial strategies and drive business growth through exceptional client engagement and communication.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseCertified Financial Planner (CFP®)10+ Years of Financial Planning ExperienceBrokerage Services Knowledge

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial PlanningInvestment ManagementRetirement PlanningAsset ManagementEstate PlanningSales SuccessClient Relationship ManagementBusiness DevelopmentTerritory ManagementInsurance Products Knowledge

Soft Skills

Exceptional Communication SkillsStrategic ThinkingInfluencing SkillsPresentation SkillsInterpersonal Skills

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseCertified Financial Planner (CFP®)CEP Level 1 Certification

Industry Keywords

Financial ServicesWorkplace BenefitsHigh-Net-Worth ClientsInvestment SalesClient Engagement

About the role

Key responsibilities & impact

Serve as a trusted financial advisor to senior executives and C-suite leaders within key Workplace benefit plan clients
Provide personalized financial planning, retirement income strategies, investment guidance, and asset management support tailored to clients’ unique goals
Integrate workplace benefits and plan provisions into comprehensive financial plans
Help executives make informed decisions supporting their immediate and long-term financial well-being
Deliver outstanding client experience through ongoing consultation and relationship management
Work as part of a collaborative team including managing directors, relationship managers, and executive services associates
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

What you’ll need

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 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

Benefits

Comp & perks

Comprehensive health care coverage and emotional well-being support
Market-leading retirement plans
Generous paid time off and parental leave
Charitable giving employee match program
Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career