Use your proven skills and expertise to create financial plans and cultivate relationships with top C-suite level executivesThe Expertise We're Looking ForSeries 7, 63, 65 licenses requiredInsurance license must be obtained 6 months into roleA four-year College degree requiredCertified Financial Planner (CFP) designation preferredObtaining CEP Level 1 within first 12 months in role is strongly encouraged10 years minimum of experience with face-to-face investment sales and financial planningAbility to travel up to 50%+The Purpose of Your RoleThe 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 BringYour proven sales experience in the Financial Services industryYour experience working with senior-level executives and employee benefit plansYou have a proven track record in generating sales and managing relationships with high net worth clientsDemonstrated experience understanding a client's unique financial situation and ability to position appropriate solutionsYour demonstrated knowledge of brokerage, insurance, money management, estate planning, financial planning and retirement planningYour outstanding written, verbal and interpersonal communication skillsYour ability to think strategically and influence decisions of executivesExceptional presentation skills in both one on one and group settingsEffective territory management and execution skills to drive multiple projectsThe Value You DeliverOverseeing the overall relationship and guidance needs of an executiveIncorporating 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 salesPresenting (in conjunction with the team) Executive Services offering to executives, Plan Sponsors, board members, etc. during annual business reviewsEnsuring 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 interactionsBuilding and developing a book of business via referrals, seminars, and local events for the workplace companies we supportMeet the immediate and future needs of the client by providing and demonstrating solid financial planning skills as well as client centered advice and guidance interactionsIdentify, execute and follow up on opportunities to gather additional client assetsLeverage Fidelity's products and services to best address the needs of the executive in order to drive crossover and convert them into PI customersDeveloping 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-beingHow Your Work Impacts the OrganizationThe 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 OverviewAt 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.comFidelity Investments is an equal opportunity employer.Job: Wealth ManagementPrimary Location: US-CA-Palo Alto - Investor CenterOther Locations: US-CA-San Jose - Investor CenterSchedule: Full-timeJob Level: ExecutiveEducation Level: Bachelor's Degree (±16 years)Job Type: Standard:Overtime Status: ExemptTravel: Yes, 50 % of the TimePalo Alto, California Palo Alto, CA
At Fidelity Investments, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want— from the 23 million people investing their life savings, to the 20,000 businesses managing their employee benefits programs, to the10,000 advisors and institutions needing innovative technology solutions to invest their clients’ money. To do this we...ll, as a privately held company, we place a high degree of value in nurturing a work environment that attracts the best talent and reflects our commitment to being an employer of choice.