Business & FinanceOn site
Vice President, Executive Planning Consultant - Mid-Atlantic Market
Fidelity InvestmentsPhiladelphia, PA
$96,000–210,000/yr
Posted Oct 12, 2026
What you’d do
Serves as a financial advisor and relationship manager for senior executives at workplace benefit plan clients, providing financial planning, retirement income strategies, investment guidance and asset management. Remote within Philadelphia, Maryland, Virginia or North Carolina; full time. Found on the employer's careers page on Oct 18, 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.