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Remote VP Executive Planning Consultant
Remote / Online - Candidates ideally in
Peoria, Peoria County, Illinois, 61639, USA
Listed on 2026-07-31
Peoria, Peoria County, Illinois, 61639, USA
Listing for:
Soteria Reinsurance Ltd.
Remote/Work from Home
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
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.
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