Fidelity Brokerage Services LLCHiring

Vice President, Executive Planning Consultant

  • Remote, United States
  • Full-time
  • Executive
  • Posted 6 days ago
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In one line

Financial planning role advising senior executives at workplace benefit clients, covering retirement income, investments and asset management; field based across the NY and NJ markets.

About the role

Part of a team of managing directors, relationship managers and executive services associates, serving a select group of C-suite clients. Success means keeping those executives engaged, growing assets under management and bringing in new relationships.

At a glance

Pay
Not stated in the posting
Remote scope
Remote, United States
Seniority
Executive
Employment
Full-time
Skills
Series 7, Series 66, Financial planning, Retirement planning, Estate planning, Investment management, Insurance products
Visa
No sponsorship
Posted
29 Oct 2026
Last checked
2 Nov 2026

What you will do

  • Act as main relationship manager for a select group of executives, providing tailored financial planning and investment guidance
  • Build workplace benefits and plan provisions into each client's wider financial plan
  • Present executive services at business reviews and cultivate new business through referrals, seminars and local events
  • Find ways to grow assets under management and deepen existing client relationships

What they look for

  • Series 7 and Series 66 licenses, which can be obtained after applying but must be held to stay employed
  • Bachelor's degree, plus at least 10 years of face-to-face investment sales and financial planning
  • Track record of sales success, new business development and managing high-net-worth relationships
  • Willing to travel up to 50 percent and able to get an insurance license within six months

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Questions about this job

Is this job fully remote, and from where?

Yes, it is listed as remote, aimed at candidates in the United States.

What does this job pay?

No pay range is stated in the posting.

What experience is needed?

It is an executive role. The posting asks for: series 7 and Series 66 licenses, which can be obtained after applying but must be held to stay employed; bachelor's degree, plus at least 10 years of face-to-face investment sales and financial planning; track record of sales success, new business development and managing high-net-worth relationships. Skills it names include Series 7, Series 66, Financial planning, Retirement planning.

How do I apply with Keywordise AI?

Select Apply with Keywordise AI, sign up and upload your CV. Keywordise writes a CV and a cover letter for this job from your real experience and applies for you. The 7-day free trial needs no card.

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