Vice President, Regional Planning Consultant - Long Island, NY
Fidelity Investments · Garden City, NY, US
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About the Role
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.
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 proficient 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.
- Must have Series 7 & 63; will allow study time to obtain Series 66 & Insurance licenses within 6 months of hire.
- Fidelity will not provide immigration sponsorship for this position.
- Laws and regulations may restrict Fidelity from hiring individuals with certain Criminal Histories.
Skills
- Planning skills
- In-depth knowledge of financial product offerings
- Public speaking skills
- Coaching ability
- Influencing others
- Consultative selling
Location
- Onsite
Work Type
- Full-time
Experience Level
- Not specified
Education Level
- CFP certification preferred
Salary/Compensations
- $118,000-226,000 USD per year
Benefits
- Comprehensive health care coverage
- Emotional well-being support
- Market-leading retirement plan
- Generous paid time off
- Parental leave
- Charitable giving employee match program
- Educational assistance including student loan repayment, tuition reimbursement, and learning resources
About the Company
- 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.
Equal Opportunity
- Not specified