Business & FinanceRemote
Vice President, Executive Planning Consultant - Southeast Market
Fidelity InvestmentsRemote (US)
Posted Oct 14, 2026
What you’d do
Serve as a financial advisor and relationship manager for senior executives at workplace benefit plan clients, providing personalized financial planning, retirement income strategies, and investment guidance. Full-time role in the Southeast market, work from home in Florida. Found on the employer's careers page on Oct 17, 2026. Apply through the link.
You’ll need
- Series 7 and Series 66 licenses
- Bachelor's degree
- Insurance license within six months of hire
- CEP Level 1 certification within 12 months
- CFP designation preferred
Our summary of the listing. The full listing has the details.