Fidelity Investments · 1 month ago
VP, Advisor Consultant
Merrimack, NH
Full-time
Hybrid
Mid, Senior Level
$65K/yr - $75K/yrFidelity Investments is a privately held company focused on making financial expertise accessible to help individuals live fulfilling lives. The VP, Retirement Advisor Consultant role involves partnering with selling teams to build relationships with Advisors and enhance Fidelity's presence in the retirement plan marketplace, while also supporting business development efforts and strategic initiatives.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
Responsibilities
Develop an Advisor network focused on growing and better servicing clients with Fidelity
Create Advisor centric sales strategies with selling teams
Engage Advisors in business planning and drive new business through regional sales events, marketing efforts, and advisor interactions
Support selling teams to deliver best in class sales meetings with Advisors
Work with Advisor firms to train, engage, and employ standard methodologies to work with Fidelity’s recordkeeping system
Advocate on behalf of the Advisor externally and internally to support market share growth and retention efforts
Be a liaison between Advisors and Fidelity to find right services, resources, and support for Advisor partners
Contribute to product development and process improvement efforts
Other duties as assigned
Qualification
Required
Experience in a business development or sales role
Understanding of Advisor value proposition and experience
Track record of running successful initiatives and projects
Passion for relationship building and partnering
Curious mind-set combined with a dynamic and flexible operating style
Project organization, management, and deployment
Series 7 & 63 licenses need to be acquired upon accepting the role
Previous experience and knowledge of the retirement benefits landscape are must-haves
Excellent listening & communication / story-telling skills that develop trust with Advisors, clients, and business partners
External communication and relationship management experience that positions you to be an ambassador for Fidelity's Advisor-friendly solutions
Creative problem solving with an ability to combine analytical and critical thinking
Agility and flexibility – the ability to reconcile conflicting demands and pivot as needed to seize opportunities
Curiosity about people, business, economics, and our product solutions
Benefits
Comprehensive health care coverage and emotional well-being support
Market-leading retirement
Generous paid time off and parental leave
Charitable giving employee match program
Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Company
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.
Founded in 1946
10001+ employees
H1B Sponsorship
Fidelity Investments has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (8)
2023 (4)
2022 (6)
2021 (8)
2020 (30)
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
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2026-01-11
Company data provided by crunchbase