Posted 10 days ago
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**Regional Planning Consultant - Westlake, TX** drive associate development at Fidelity Wealth as a Regional Planning Consultant, providing mentorship and financial planning expertise. Key responsibilities include coaching and client-facing support, utilizing Salesforce Coaching App 2.0 for progress tracking. Essential skills and experience required: sales experience, expert-level financial planning knowledge, FINRA Series 7, 63/66 certifications, and a strong desire to mentor others. This role requires at least 25% travel and a flexible approach to Fidelity's evolving onsite working model.
- Compensation
- Not specified
- City
- Not specified
- Country
- United States
Currency: Not specified
Full Job Description
Job Description:
Note: Fidelity will not provide immigration sponsorship for this position.
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.
In this role, 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.
The Expertise and Skills You Bring
- Sales experience with validated knowledge of planning interactions
- Expert level experience and understanding of financial/investment planning process and knowledge of strategies in areas of retirement planning, education funding, estate planning and insurance planning
- Fidelity product knowledge/experience preferred
- FINRA Series 7, 63/66 required and insurance licenses must be acquired within 6 months of hire
- Bachelors degree in business or finance preferred
- CFP certification preferred
- 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
The Team
The Regional Planning Consultant plays a vital role in supporting professionals within Fidelity Wealth by reinforcing the principles of mentorship and personalized planning. You will affect associate development through focused coaching support in the key foundational areas including communication skills, planning concepts, practice management techniques and planning tools.
Fidelitys 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.
Certifications:
Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRACategory:
Sales SupportPlease be advised that Fidelitys 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.
Apply
All fields are required. Candidates should limit the number of roles they apply to at any given time.
Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
Company overview
At Fidelity, we are passionate about 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 experience.
Reasonable accommodations
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 Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.
Equal opportunity employer
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.
Applicant screening
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
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