Vice President, Executive Planning Consultant - Washington State & Oregon

Job Description:Note: Fidelity will not provide immigration sponsorship for this position.In order to be considered for this position, you must reside in the Greater Seattle & surrounding areas. The RoleThe 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 BringSeries 7 and Series 66 licenses requiredAbility to obtain an insurance license within six months of hireBachelor's degree requiredCertified Financial Planner (CFP®) designation preferredCompletion of CEP Level 1 certification within the first 12 months of employment is strongly encouragedMinimum of 10 years of experience in face-to-face investment sales and financial planningProven track record of sales success within the financial services industryExperience working with senior executives and employee benefit plansD