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Vice President, Executive Planning Consultant - NY/NJ Market
Fidelity
2 LocationsPosted Aug 24, 2026 · 2h ago$96k – $210k
Full-time$96k – $210kExecutiveOn-siteFintech
About this role
Serve as a trusted financial advisor to senior executives and C-suite leaders, providing personalized financial planning, retirement income strategies, and investment guidance. You will manage key client relationships, integrate workplace benefits into comprehensive financial plans, and drive client engagement and business growth within the NY/NJ market.
What we are looking for
6- Trusted financial advisor to senior executives and C-suite leaders
- Personalized financial planning and investment guidance
- Manage key client relationships and drive business growth
- Integrate workplace benefits into comprehensive financial plans
- Minimum 10 years of experience in investment sales and financial planning
- Series 7 and Series 66 licenses required
Work authorization
No visa sponsorship is available.