Vista previa generada por IA
Vice President, Regional Planning Consultant – Empower advisors to excel through coaching and mentorship.
Join Fidelity in The Woodlands to shape financial planning excellence and grow client relationships.
Job Description:
Are you passionate about helping advisors build their business through a culture of planning by mentoring and encouraging associates? Do you love to spend time crafting deeper positive relationships?
Our Financial Planning offices are filled with energy and potential and our Regional Planning Consultants play a vital role in supporting investor center associates by reinforcing the principles of consultative selling. You will impact associate development through focused coaching support in the key foundational areas, including communication skills, our product offering and practice management techniques.
The Expertise We’re Looking For
- We ask that you have sales experience in the financial service industry
- We require a Series 7 & 63 and will allow study time to obtain the Series 66 & Insurance licenses within 6 months of hire
- CFP certification preferred
The Purpose of Your Role
Our vision for the Regional Planning Consultant is to develop sales associates through collaboration and mentoring, to ensure they possess the skills needed to provide a premier experience to our clients and grow their books.
The Skills You Bring
- Your planning skills and in-depth knowledge of financial product offerings
- You are confident in front of an audience of any size and have impressionable public speaking skills
- Your unparalleled desire to coach and impact others’ results
- You are an approachable leader with the ability to effortlessly influence others
Note: Fidelity is not providing immigration sponsorship for this position
The Value You Deliver
- Providing subject matter expertise on a broad range of financial planning and investment solutions, including advisory solutions, wealth advisory services, insurance offerings, and retirement
- Coordinating with branch management, you are using supportive development plans to provide collaborative training to associates who are improving their skills and abilities to execute in their roles
- You are encouraging the growth of our branch associates and preparing them to become highly proficient and effective sales consultants by embracing consultative selling practices
- Leading by example and demonstrating organized preparation and effective follow up skills
- Partnering with branch consultants in client appointments to support the introduction and implementation of appropriate product solutions
How Your Work Impacts the Organization
Your work supports Personal Investments by delivering financial service expertise through inclusive mentorship and development activities.
Fidelity’s Onsite Working Model
Fidelity 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.
Certifications:
- Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA
Category:
Sales Support
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.