Vice President, Executive Planning Consultant - Southeast Market
Jobleads-US
- # Job Description:**Note: Fidelity will not provide immigration sponsorship for this position.**## **The Role**The Executive Planning Consultant (EPC) serves as a trusted financial advisor to senior executives and C-suite leaders within key Workplace benefit plan clients. Acting as the primary relationship manager for a select group of executives, the Executive Planning Consultant provides personalized financial planning, retirement income strategies, investment guidance, and asset management support tailored to each client’s unique goals. By integrating workplace benefits and plan provisions into comprehensive financial plans, the EPC helps executives make informed decisions that support both their immediate and long-term financial well-being while delivering outstanding client experience through ongoing consultation and relationship management.Working as part of a collaborative team that includes managing directors, relationship managers, and executive services associates, the Executive Planning Consultant drives client engagement, business growth, and client satisfaction. This role involves presenting executive services offerings during business reviews, cultivating new opportunities through referrals, seminars, and local events, and identifying strategies to increase assets under management and expand client relationships.## **The Expertise and Skills You Bring*** Series 7 and Series 66 licenses required* Ability to obtain an insurance license within six months of hire* Bachelor's degree required* Certified Financial Planner (CFP) designation preferred* Completion of CEP Level 1 certification within the first 12 months of employment is strongly encouraged* Minimum of 10 years of experience in face-to-face investment sales and financial planning* Proven track record of sales success within the financial services industry* Experience working with senior executives and employee benefit plans* Demonstrated success developing new business and managing relationships with high-net-worth clients* Strong ability to assess clients' unique financial needs and recommend tailored investment and planning solutions* Willingness and ability to travel up to 50%* Comprehensive knowledge of brokerage services, insurance products, investment management, estate planning, financial planning, and retirement planning* Exceptional written, verbal, and interpersonal communication skills* Strategic thinker with the ability to influence and advise executive-level decision-makers* Outstanding presentation and facilitation skills in both one-on-one and group settings* Strong territory management capabilities with the ability to prioritize and execute multiple initiatives simultaneously## **The Team**The Executive Planning Consultant provides planning and guidance for Fidelity’s Workplace Investing executive clients and operates within 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 establishing 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.Fidelity’s Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.## ## Certifications:Series 07 - FINRA, Series 66 - FINRA## ## Category:## SalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
- J-18808-Ljbffr Jobleads-US
Vacancy posted 15 hours ago
Similar jobs that could be interesting for youBased on the Vice President, Executive Planning Consultant - Southeast Market in Florida, NY vacancy
- ...engaged in multiple projects requiring strategic support, efficient execution, and creative collaboration. We are seeking an experienced... ...experienced Executive Assistant with a strong background in marketing to join our fast-paced, purpose-driven environment. Position Overview...SuggestedWork at officeFlexible hours
$200k - $250k
...application process. Senior Vice President of Finance Full Time... ...operate as a strategic partner to executive leadership, shaping capital... ...strategic business plans. Develop and oversee financial... ...Operations, People, Finance, and Marketing ~ Uncapped Commission...SuggestedFull timeLocal areaGrant Cardone
Florida, NY3 days ago- Vice President of Product# Vice President of ProductBFC HQ - Saint Petersburg... ...driven by ambitious growth plans, and led by a team committed... ...are seeking a strategic and execution-obsessed VP of Product to... ...– Agency Operations, Sales, Marketing, Underwriting, and Service –...SuggestedFor subcontractor
Priority Dispatch Corp.
Florida, NY3 hours ago $210k - $298k
...so do you. UKG is seeking a Vice President of External Communications to... ...’s enterprise narrative into market belief—shaping the conversations... ...we want to lead, using executives, research, customer outcomes,... ...in a performance-based bonus plan and to receive restricted stock...SuggestedShift workUKG
Florida, NY3 days ago- ...feasibility of joint ventures, market analysis of new applications... ...and long-term strategic plans, teaming with representatives... ...Daily interaction with Division President, Division Leadership Team, external... ...a high level of integrity to execute decisions with significant...SuggestedTemporary workWork at office
Meritage Homes
Florida, NY2 days ago - ...outcomes. About the Role The Vice President of Operations is responsible... ...Hospital Medicine programs, executing regional strategy, and building... ...with convenient access to the market. Responsibilities Operations... ...reporting systems, and action plans that support reliable program...Contract work
HNI Healthcare
Florida, NY4 days ago - ...organisation is seeking an experienced Vice President of Truckload to lead and scale its truckload... ...carrier network Partner with Sales to execute high‑level customer service Hire, train,... ...‑driven with strong commercial and market insight Excellent problem‑solving, communication...Work at office
Logixs Search
Florida, NY3 days ago $200k - $230k
...Vice President of Payment Posting - Exact Billing Solutions (EBS) Lauderdale... ...challenges of these markets, and a reputation for innovation... ...leaders to ensure seamless execution. Leverage AI and automation... ...translate vision into actionable plans. Excellent leadership and...Full timeWork at officeRemote workFlexible hoursExact Billing Solutions
Florida, NY3 days ago- ...Conversion: We're a data-obsessed marketing and analytics agency in... ...learn why! JOB TITLE: Vice President, Analytics DEPARTMENT:... ...Strategic Leadership: Develop and execute the company's analytics... ...strategies for media planning and budget allocation. Lead...Work at office
Net Conversion
Florida, NY5 days ago $71.03k - $103k
...034 - $103,000 Summary of Position: The Vice President is responsible for the overall development... ...administration of the programs in the Southeast Region including Coverage area -Alabama,... .... Holiday Pay 403(b) Retirement Savings Plan. Youth Advocate Programs, Inc. is an Equal...Weekly payFull timeTemporary workWork at officeYouth Advocate Programs
Florida, NY2 days ago- ## Regional Vice PresidentApplylocations: FL - Remotetime type:... ...Reporting to the Senior Vice President of Sales, the Regional Vice President... ...and increasing the overall market penetration in the assigned... ...relationships, account planning, and new business growth.* Craft...Flexible hours
Amynta Group
Florida, NY3 days ago - ...Job Description PRINCIPAL FUNCTIONS The Executive Director has the responsibility for ensuring... ...budgeting, staffing, and the strategic plan. The Executive Director's primary duties... ...daily operations, fundraising, marketing, media relations, and community outreach...Full timeTemporary workLocal area
JMI Resource
Florida, NY4 days ago $70k - $80k
...We align with their strategic plan and help advance their... ...Nonprofit The Nonprofit Fundraising Consultant will lead nonprofit client... ...communications, public relations, or marketing) with 8‑10 years’ experience... ...development, and/or an Executive Director/Director role. Master...Full timeWork at officeLocal areaImmediate startMonday to FridayWeekend workAfternoon shiftThe Root Agency
Florida, NY2 days ago$725 per month
...Brookdale West Melbourne is looking for an Executive Director with 5-7 years experience in... ...insurance, life insurance and retirement plans are available and vary by employment status... ...preferred senior living community in the market, while growing revenue and profitability...Hourly payFull timeTemporary workLocal areaFlexible hoursShift workNight shiftAfternoon shiftSocket
Florida, NY2 days ago- ...serving clients and families across multiple markets. Our success is built on exceptional... ...communities. ROLE Purpose of the Role The Florida Executive Director is the senior leader responsible... ...evaluations, coaching, development plans, and corrective actions are completed...Temporary workLocal area
Paylocity
Florida, NY4 days ago - ...Chief Executive Officer (Gaming Caribbean, relocation required) Please note: Although this role is advertised in the US, this Role Is Based... ...business through its next phase of digital transformation and market expansion. This is a role for someone equally comfortable in...RelocationRelocation package
Thatcher Associates
Florida, NY14 hours ago - ...Dunlavey (B&D) is seeking a Vice President, Public K-12 Practice... ...industries, expand markets, and drive meaningful... ...At B&D, we lead the planning, development, and... ...and planning through execution and beyond. As Vice... ...working within consulting, owner's representation...Full timeCasual workRemote workWork from homeFlexible hoursShift work
Brailsford & Dunlavey, Inc.
Florida, NY18 hours ago - ...or exceed annual new business sales goals for both Level-Funded and ICHRA products Develop and execute regional sales plans targeting brokers, consultants, and mid-market employers Build strong, consultative relationships with key broker partners to drive...Flexible hours
$175k
...make sure you have the training and resources to experience success. You will also be supported by sales support, client services, marketing, research and more. This region includes Florida. The Day-to-Day: Convert prospects to clients by showcasing the Fisher...Local areaHome office- ...applications for the Assistant Vice President vacancy. Colleges &... ...and Institutional Planning * Provide strategic... .... * Provide executive-level analysis, recommendations... ...staff, external consultants, vendors, and contracted... ..., valuation, marketing, licensing, and commercialization...Contract workWork experience placementWork at office
Florida A&M University
Florida, NY3 days ago - ...each year. Position Overview The Vice President of Sales will play a pivotal role... ...leading the sales team, developing and executing sales strategies, and fostering a... ...Florida. Requirements Strategic Planning: Research and discover market and product opportunities within...Work at office
- ...Cycle Operations is responsible for the execution, performance, and financial outcomes of... ...revenue cycle service lines or large, multi-market client programs. This role provides... ...management across teams Support succession planning and leadership bench development within...Local areaRemote work
Health Business Solutions
Florida, NY3 days ago - ...is the #1 business education and consulting company for small business owners... ...Sales will work directly with the President to own revenue strategy and execution across B2B and B2C sales channels... ...channels Partner closely with marketing to optimize lead flow, lead scoring...Remote work
- UFG, Inc. Regional Vice President - Franchise Sales If you are looking... ...franchise brand offerings using marketing materials and store tours... ...with business brokers and consultants Attending trade shows across... ...Development Programs 401(k) plan with company match Social...Base plus commissionTemporary work
- ...member for the role of Senior Vice President, Agile Coach to join our... ...years of experience providing consulting advice to senior IT and business... ...Veterans. BNY assesses market data to ensure a competitive... ...conditions of the applicable plans then in effect, eligible employees...Work experience placementWorldwideFlexible hours
BNY
Florida, NY4 days ago - The Project Executive must be able to lead, manage and coordinate all phases of multiple projects... ...stage of securing work. Pre-Job Planning Ensure that the day-to-day operations of... ...organization, including, but not limited to, market conditions, project challenges,...Contract workFor subcontractorWork at officeImmediate start
- ...subordinates in the Florida Market. This role involves driving the... ...of a vision, strategic plan, and cohesive culture across... ...Responsibilities The successful Chief Executive Officer, Tenet Physician... ..., management, vendors, consultants, and other stakeholders. Proven...Contract workWork experience placementWork at officeImmediate start
Tenet Healthcare
Florida, NY2 days ago - ...Vice President, Mortgage Sales at Rocket Mortgage Now Hiring: Executive Loan Officers in Florida! Are you a top-producing Loan Officer ready to take your business to... ...brand, cutting-edge technology, and a true local market focus. Why Join Rocket Mortgage Local? National...Full timeLocal areaImmediate start
Rocket Mortgage
Florida, NY4 days ago - ...Moorings Park is seeking an Associate Executive Director to join our leadership team! This... ...Communities is a nationally recognized Life Plan organization with three distinctive... ...position; working in operations, sales/marketing or resident services. #J-18808-Ljbffr...Temporary work
RiseMe
Florida, NY4 days ago $52.4k - $76k
...for the purpose of transporting the Chief Executive Officer and other executives within the... ...responsibilities of the position, external market factors, and the candidate’s knowledge,... ...prescription benefits. We provide a 401(k) plan with company matching, flexible spending...Temporary workFlexible hoursNight shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Vice President, Executive Planning Consultant - Southeast Market. Be the first to apply!
Related searches
- vice president data science Florida, NY
- vice president research and development Florida, NY
- vice president corporate communications Florida, NY
- vice president shared services Florida, NY
- vice president of operations Florida, NY
- vice president supply chain Florida, NY
- vp risk management Florida, NY
- vice president analytics Florida, NY
- vice president risk management Florida, NY
- vice president design Florida, NY