Job Details

Regional Planning Consultant

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

• Sales experience in the financial service industry
• Series 7 & 63, 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

• Planning skills and in-depth knowledge of financial product offerings
• Confidence in front of an audience of any size and impressionable public speaking skills
• Unparalleled desire to coach and impact others' results
• Approachable leadership 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
• Coordinating with branch management, using supportive development plans to provide collaborative training to associates
• Encouraging the growth of our branch associates and preparing them to become highly proficient and effective sales consultants
• 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.

The base salary range for this position is $124,000 - $140,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite 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.

Certifications:

Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA

Category:

Sales Support