Remote VP Executive Planning Consultant
Waukegan, Lake County, Illinois, 60087, USA
Listed on 2026-09-25
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Business
Financial Advisor / Consultant
Fidelity Investments seeks an Executive Planning Consultant to serve senior executives within Workplace Investing. You will be the primary advisor, integrating workplace benefits with comprehensive financial plans to help clients meet short- and long-term goals.
Ideal candidates have Series 7/66, a Bachelor's degree, and a track record of selling to high-net-worth individuals. CFP preferred; CEP Level 1 encouraged within 12 months. Travel up to 50% may be required.
The following opening is for a Remote VP Executive Planning Consultant with Soteria Reinsurance Ltd.
Our group is growing, and we are hiring a Remote VP Executive Planning Consultant in IL, United States.
This opening is for the Remote VP Executive Planning Consultant role at Soteria Reinsurance Ltd.
We are seeking a motivated Remote VP Executive Planning Consultant to join Soteria Reinsurance Ltd. in IL, United States.
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