VP, Executive Planning Consultant - San Francisco, CA

San Francisco, CA
September 18 2018

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.

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