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, with up to 50% travel and no immigration sponsorship.

About the role

Remote flexibility is not stated; the work is face to face with executives and involves travel. Sits with managing directors, relationship managers and executive services associates in a personal investing unit.

At a glance

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

What you will do

  • Manage relationships with a select group of executives, giving planning, retirement income and investment advice
  • Present executive services during business reviews and build new business through referrals, seminars and local events
  • Find ways to grow assets under management and deepen client relationships
  • Work with managing directors, relationship managers and associates to keep clients engaged and satisfied

What they look for

  • Series 7 and Series 66 licenses, which can be obtained after applying, plus an insurance license within six months
  • Experience with senior executives, employee benefit plans and high-net-worth clients
  • A bachelor's degree; a CFP designation is preferred

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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?

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, plus an insurance license within six months; experience with senior executives, employee benefit plans and high-net-worth clients; a bachelor's degree; a CFP designation is preferred. Skills it names include Series 7, Series 66, Investment management, Estate planning.

How do I apply with Keywordise AI?

Press the Apply with Keywordise AI button and add your CV. Keywordise tailors your CV and cover letter to this posting and sends the application for you, with a free 7-day trial and no card.

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