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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 teams are filled with energy and potential! Our Regional Planning Consultants play a vital role in supporting advisors by reinforcing the principles of our client commitments. You will impact associate development through focused coaching support in the key foundational areas, including communication skills, our product offerings and practice management techniques.
The Expertise We're Looking For
We ask that you have 5-10 years of 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 or other advanced certification preferred
The Purpose of Your Role Our vision for the Regional Planning Consultant is to develop advisors through collaboration and mentoring, to ensure they possess the skills needed to provide a warm, approachable experience to our clients and grow their books through trusted relationships and partnerships.
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
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 income strategies
Coordinating with management, you are using supportive development plans to provide collaborative training and coaching to associates who are improving their skills and abilities to execute in their roles
You are encouraging the growth of our associates and preparing them to become highly proficient and effective consultants by embracing a planning culture
Leading by example and demonstrating organized preparation and effective follow up skills
Partnering with financial consultants in client appointments to support the introduction and implementation of appropriate product solutions
How Your Work Impacts the Organization Working in Personal Investments, you will coach advisors, offering mentorship and skills related to planning, while helping extend the reach of the firm's brand. You will provide coaching support, with unlimited access to some of the best resources and tools in the industry!
Company Overview Our mission at Fidelity is to make our financial expertise broadly accessible and effectively helping people live the lives they want. We are a privately held company that places a high degree of value building and nurturing a work environment that attracts the best talent and reflects our dedication to our associates. For information about working at Fidelity, visit FidelityCareers.com Fidelity Investments is an equal opportunity employer.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to firstname.lastname@example.org, or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact AccommodationsIreland@fmr.com For roles based in Germany: Contact email@example.com
Certifications: Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA
Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Find your Fidelity at fidelitycareers.com .
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com , or by calling 800-835-5099, prompt 2, option 2.