Fidelity Brokerage Services LLCHiring

Vice President, Executive Planning Consultant

  • Remote, United States
  • Full-time
  • Executive
  • Posted 2 days ago
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In one line

Financial planning role advising senior executives at workplace benefit clients across the Central South, with up to half the time on the road.

About the role

Sits in the personal investing side of the business, working with managing directors and relationship managers to serve a select group of executives. The work pairs workplace benefits with individual financial plans.

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
Visa
No sponsorship
Posted
2 Nov 2026
Last checked
2 Nov 2026

What you will do

  • Act as the main advisor to a set of executives, covering planning, retirement income and investments
  • Build workplace benefits into wider financial plans for each client
  • Present executive services during business reviews and client meetings
  • Bring in new business through referrals, seminars and local events
  • Grow assets under management and deepen existing client relationships

What they look for

  • At least ten years of face-to-face investment sales and financial planning
  • A record of sales success in financial services and work with high-net-worth clients
  • Series 7 and Series 66 licences, or willingness to get them
  • A bachelor's degree and readiness to travel up to 50%

Nice to have

  • Certified Financial Planner designation

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Questions about this job

Can I do this job remotely, and from which countries?

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

What does this job pay?

The posting does not state a salary, so there is no figure to quote.

What experience is needed?

It is an executive role. The posting asks for: at least ten years of face-to-face investment sales and financial planning; a record of sales success in financial services and work with high-net-worth clients; series 7 and Series 66 licences, or willingness to get them. 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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