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About the Role
As a Regional Planning Consultant, you provide mentorship and development support to Fidelity Wealth associates, helping them strengthen their capabilities and advance their careers. You support advisor development by detailing coaching interactions within Salesforce Coaching App 2.0, enabling consistent tracking of progress and skill advancement. By reinforcing the Fidelity Relationship Model and Standards of Care, you help prepare advisory associates to become highly proficient and effective advisors. You also provide financial planning expertise through joint client appointments, partnering with advisors to introduce and implement appropriate planning strategies and solutions. Through hands-on coaching, collaboration, and client-facing support, you help advisors improve their efficiency while delivering significant outcomes for clients.
Responsibilities
- Provide mentorship and development support to Fidelity Wealth associates.
- Detail coaching interactions within Salesforce Coaching App 2.0.
- Reinforce the Fidelity Relationship Model and Standards of Care.
- Provide financial planning expertise through joint client appointments.
- Partner with advisors to introduce and implement appropriate planning strategies and solutions.
- Help advisors improve their efficiency while delivering significant outcomes for clients.
Requirements
- Sales experience with validated knowledge of planning interactions.
- Expert level experience and understanding of financial/investment planning process.
- Knowledge of strategies in retirement planning, education funding, estate planning and insurance planning.
- FINRA Series 7, 63/66 required.
- Insurance licenses must be acquired within 6 months of hire.
- At least 25% travel in the field will be required.
- Planning skills and in-depth knowledge of financial product offerings.
- An unparalleled desire to mentor and impact others’ results.
- Public speaking skills and confidence in front of an audience of any size.
Skills
- Sales
- Financial Planning
- Investment Planning
- Retirement Planning
- Education Funding
- Estate Planning
- Insurance Planning
- Fidelity Product Knowledge
- Public Speaking
Location
- Field
Work Type
- Onsite
- Field
Experience Level
- Expert level experience
Education Level
- Bachelor’s degree in business or finance preferred
- CFP certification preferred
About the Company
- 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.
- 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.