VP, Advisor Consultant
$65k/y-$75k/y
4 days ago
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HybridFull-timeExecutive
Summary
Fidelity Investments is seeking a VP, Advisor Consultant to join their team in a remote capacity, serving locations in NYC, NJ, Philadelphia, or Washington DC. The role focuses on building relationships with Advisors and supporting business development efforts in the retirement plan marketplace.
About the Role
As a VP, Advisor Consultant, you will partner with selling teams to enhance Fidelity's presence in the Advisor retirement plan market. Your responsibilities include educating Advisors on services, managing key projects, and developing strategies to grow the Advisor network. You will work in a collaborative environment, focusing on delivering exceptional experiences for clients and Advisors.
About You
Required:
- Experience in a business development or sales role.
- Understanding of Advisor value proposition and experience.
- Previous experience and knowledge of the retirement benefits landscape.
Preferred:
- Track record of running successful initiatives and projects.
- Excellent listening and communication skills.
- Creative problem-solving abilities.
Benefits
- Comprehensive health care coverage and emotional well-being support.
- Market-leading retirement plans.
- Generous paid time off and parental leave.
- Charitable giving employee match program.
- Educational assistance including student loan repayment and tuition reimbursement.
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of 5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms
Forest Home, NY