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Fidelity Investments

VP, Advisor Consultant

Career Insights for Vice President (General)

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What they do

A Vice President is a high-level manager at a company of organization. Often reports to the President of the company or organization, and sometimes oversees the entirety of one division, department, or sector.

$190,926 / year median in the U.S.

-10% projected decline

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Job Description

Job Title:
VP, Retirement Advisor ConsultantNote:

Fidelity will not provide immigration sponsorship for this positionThe RoleThis role partners with our selling teams, supports our business development efforts with Advisors, and builds our presence in the Advisor retirement plan marketplace! You will identify, build, and maintain strong relationships with Advisors in your territory which covers Washington, Oregon, Northern California . As an Advisor Consultant, you will focus on educating Advisors, firms, and partners on our services and processes. You will also partner and be responsible for key projects with our Vice President of External Business Development. Mostly, you will be serving our Advisors partners in ways that support their ability to grow and provide excellent experiences for our mutual clients.

WORK FROM HOME/REMOTE LOCATIONS

(Washington, Oregon, Northern CA, ) The Expertise and Skills You BringExperience in a business development or sales roleUnderstanding of Advisor value proposition and experienceTrack record of running successful initiatives and projectsPassion for relationship building and partneringCurious mind-set combined with a dynamic and flexible operating styleProject organization, management, and deploymentSeries 7 & 63 licenses need to be acquired upon accepting the rolePrevious experience and knowledge of the retirement benefits landscape are must-havesExcellent listening & communication / story-telling skills that develop trust with Advisors, clients, and business partnersExternal communication and relationship management experience that positions you to be an ambassador for Fidelity's Advisor-friendly solutionsCreative problem solving with an ability to combine analytical and critical thinkingAgility and flexibility - the ability to reconcile conflicting demands and pivot as needed to seize opportunitiesCuriosity about people, business, economics, and our product solutionsDevelop an Advisor network focused on growing and better servicing clients with FidelityCreate Advisor centric sales strategies with selling teamsEngage Advisors in business planning and drive new business through regional sales events, marketing efforts, and advisor interactionsSupport selling teams to deliver best in class sales meetings with AdvisorsWork with Advisor firms to train, engage, and employ standard methodologies to work with Fidelity's recordkeeping systemAdvocate on behalf of the Advisor externally and internally to support market share growth and retention effortsBe a liaison between Advisors and Fidelity to find right services, resources, and support for Advisor partnersContribute to product development and process improvement efforts The TeamFidelity Workplace Investing Sales is a collaborative, conscientious, fast paced, and exciting environment. We serve the small businesses of America by assessing their needs and offering creative solutions through Fidelity's 401(k) solutions, education, and services. In this role you will have direct responsibility for working with a team of best-in-class sales professionals to help bring the value of Fidelity's retirement solutions to our Advisor partners, Core segment clients, and prospects. You will focus on growth and increased traction in the Advisor driven retirement market segment.



Fidelity's Onsite Working ModelFidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.



The base salary range for this position is $65,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.



Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.



We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.



Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Series 07 - FINRA, Series 63 -

FINRACategory:

Sales

Benefits

  • Paid Time Off (PTO)
  • Financial Aid/Assistance
  • 401(k) Plans
  • Other Retirement and Savings