VP, Executive Planning Consultant - Walnut Creek, CA
We believe by using your shown skills and expertise to craft financial plans and cultivate relationships with top C-suite level executives The Expertise We're Looking For
Company Overview At 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.com Fidelity Investments is an equal opportunity employer.
- Series 7, 63, 65 licenses required
- Insurance license to 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
- Validated sales experience in the Financial Services industry
- Experience working with senior-level executives and employee benefit plans
- A consistent track record in generating sales and handling relationships with high net worth clients
- Demonstrated experience understanding a client's unique financial situation and ability to position appropriate solutions
- Ability to travel up to 50%+
- Your demonstrated knowledge of brokerage, insurance, money management, estate planning, financial planning and retirement planning
- Your excellent written, verbal and interpersonal communication skills
- Your ability to think strategically and influence decisions of executives
- Extraordinary presentation skills in both one on one and group settings
- Effective territory management and execution skills to drive multiple projects
- Handling the overall relationship and mentorship 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 happiness 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
- Demonstrate Fidelity's products and services to 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 that make them aware of how benefit changes could affect their financial well-being
Company Overview At 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.com Fidelity Investments is an equal opportunity employer.