VP, Executive Planning Consultant - VA and Greater DC Area *Future Opportunity

Fidelity Richmond, VA 2017-05-28

Use your proven skills and expertise to create 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 must 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

Ability to travel up to 50%+

The Purpose of Your Role

The VP, Executive Planning Consultant 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 a 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, create plan-level opportunities, and driving crossover relationships.

The Skills You Bring

Your proven sales experience in the Financial Services industry

Your experience working with senior-level executives and employee benefit plans

You have a proven track record in generating sales and managing relationships with high net worth clients

Demonstrated experience understanding a client’s unique financial situation and ability to position appropriate solutions

Your demonstrated knowledge of brokerage, insurance, money management, estate planning, financial planning and retirement planning

Your outstanding written, verbal and interpersonal communication skills

Your ability to think strategically and influence decisions of executives

Exceptional presentation skills in both one on one and group settings

Effective territory management and execution skills to drive multiple projects

The Value You Deliver

Overseeing the overall relationship and guidance needs of an executive

Incorporating the executive’s benefits and plan provisions into the planning process of executives 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 satisfaction 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

Leverage Fidelity’s products and services to best 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 in order to be aware of how benefit changes could affect the executive’s 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.

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com

Fidelity Investments is an equal opportunity employer.

Job: Wealth Management

Primary Location: US-VA-Richmond - Investor Center

Other Locations: US-DC-Washington

Schedule: Full-time

Job Level: Executive

Education Level: Bachelor's Degree (±16 years)

Job Type: Standard

Overtime Status: Exempt

Travel: Yes, 50 % of the Time

Washington, District of Columbia
Washington, DC