Vice President, Regional Planning Consultant - Park Ave (Manhattan), NY
Fidelity Investments · NY, US
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About the Role
Our Financial Planning offices are filled with energy and potential. Regional Planning Consultants support investor center associates by reinforcing consultative selling principles and impacting associate development through focused coaching in key foundational areas.
Responsibilities
- Develop sales associates through collaboration and mentoring to ensure they possess the skills needed to provide a premier client experience and grow their books.
- Provide subject matter expertise on financial planning and investment solutions, including advisory solutions, wealth advisory services, insurance offerings, and retirement.
- Coordinate with branch management to use supportive development plans for collaborative training to associates.
- Encourage the growth of branch associates and prepare them to become highly proficient and effective sales consultants by embracing consultative selling practices.
- Lead by example, demonstrating organized preparation and effective follow-up skills.
- Partner with branch consultants in client appointments to support the introduction and implementation of appropriate product solutions.
Requirements
- Sales experience in the financial service industry.
- Series 7 and Series 66 Insurance licenses.
- CFP certification preferred.
Skills
- Planning skills and in-depth knowledge of financial product offerings.
- Confident public speaking skills.
- Unparalleled desire to coach and impact others’ results.
- Approachable leader with the ability to effortlessly influence others.
Location
- Onsite
Work Type
- Full-time
Experience Level
- Sales experience in the financial service industry
Education Level
- Series 07 - FINRA
- Series 66 - FINRA
Salary/Compensations
- $118,000-226,000 USD per year
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.
About the Company
- Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles.
- 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.
Equal Opportunity
- Fidelity is not providing immigration sponsorship for this position.