Fidelity

VP, Advisor Consultant

Fidelity

4 months ago
New York, NY
Hybrid
Full Time
Executive
0 applicants
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Fidelity
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About this role

The VP, Retirement Advisor Consultant builds and maintains relationships with financial advisors to expand Fidelity’s presence in the advisor-driven retirement plan marketplace. The role partners with selling teams and business development to educate advisor firms about Fidelity’s retirement services and support client growth. It is a remote-eligible position based in NYC, NJ, Philadelphia, or Washington DC.

Skills

Qualifications

Series 07 - FINRASeries 63 - FINRA
Fidelity

About Fidelity

fidelity.com

Fidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.

About Fidelity

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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