Vice President, Executive Planning Consultant - Northeast Market
Fidelity Investments - Leominster, MA
Hiring: Vice President, Executive Planning Consultant - Northeast Market Company: Fidelity Investments Location: Leominster, MA Job Posted Time: 2026-09-10 07:39:39 Employment Type: Full-time / Remote Target Skills & Keywords : LESS About the job Experience: •10 years of experience in face-to-face investment sales and financial planning Required Skills: •Note: Fidelity will not provide immigration sponsorship for this position. •The Expertise And Skills You Bring •Certified Financial Planner (CFP®) designation preferred •Minimum of 10 years of experience in face-to-face investment sales and financial planning •Demonstrated success in sales success within the financial services industry •Demonstrated success developing new business and managing relationships with high-net-worth clients Qualifications: •Series 7 and Series 66 licenses required •Demonstrated capacity to obtain an insurance license within six months of hire •Bachelor's degree required •Completion of CEP Level 1 certification within the first 12 months of employment is strongly encouraged Compensation: •$96,000 - $210,000 / year •Flexible work environment (work from home / hybrid options) •Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!