Vice President, Executive Planning Consultant – Northern California

Job Description:

We believe by using your shown skills and expertise to craft financial plans and cultivate relationships with top C-suite level executives

The Expertise We’re Looking For

• Series 7, 63, 65 licenses required
• Insurance license to be obtained 6 months into role
• A four-year College degree required
• Certified Financial Planner (CFP) designation preferred
• Obtaining CEP Level 1 within first 12 months in role is strongly encouraged
• 10 years minimum of experience with face-to-face investment sales and financial planning
• Validated sales experience in the Financial Services industry
• Experience working with senior-level executives and employee benefit plans
• A consistent track record in generating sales and handling relationships with high net worth clients
• Demonstrated experience understanding a client’s unique financial situation and ability to position appropriate solutions
• Ability to travel up to 50%+

The Purpose of Your Role

You will have the responsibility for maintaining and nurturing relationships with senior executives and management leaders of key Workplace benefit plan clients. In this capacity, the EPC will be the focal point for financial planning and guidance for a select group of executives and be an integral part of a cross company team consisting of managing directors, relationship managers and executive services associates. This team will consistently deliver high levels of customer satisfaction, grow the PWI business in their region, build plan-level opportunities, and driving crossover relationships.

The Skills You Bring

• Your demonstrated knowledge of brokerage, insurance, money management, estate planning, financial planning and retirement planning
• Your excellent written, verbal and interpersonal communication skills
• Your ability to think strategically and influence decisions of executives
• Extraordinary presentation skills in both one on one and group settings
• Effective territory management and execution skills to drive multiple projects

The Value You Deliver

• Handling the overall relationship and mentorship needs of an executive
• Incorporating the executive’s benefits and plan provisions into the planning process of executive’s assets in order to exceed assigned targets and drive both PI and WI sales
• Presenting (in conjunction with the team) Executive Services offering to executives, Plan Sponsors, board members, etc. during annual business reviews
• Ensuring the personal happiness of the executives across multiple workplace companies, by providing high-level of knowledgeable assistance on topics in relation to retirement income planning, investment strategy and product selection through face-to face interactions
• Building and developing a book of business via referrals, seminars, and local events for the workplace companies we support
• Meet the immediate and future needs of the client by providing and demonstrating solid financial planning skills as well as client centered advice and guidance interactions
• Identify, execute and follow up on opportunities to gather additional client assets
• Demonstrate Fidelity’s products and services to address the needs of the executive in order to drive crossover and convert them into PI customers
• Developing an understanding of each company’s corporate culture and executive needs that make them aware of how benefit changes could affect their financial well-being

How Your Work Impacts the Organization

The Executive Planning Consultant provides planning and guidance for Fidelity’s Workplace Investing executive clients, and operates within in 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 building 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.

Certifications:

Series 07 – FINRA, Series 66 – FINRA

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2022. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

As a result of COVID-19, many of our associates are continuing to work remotely. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working.” 

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.