Regional Planning Consultant - Westlake, TX

Fidelity • Westlake, TX

1d • Onsite

About The Position

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.

Requirements

• Sales experience with validated knowledge of planning interactions
• Expert level experience and understanding of financial/investment planning process
• Knowledge of strategies in areas of 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

Nice To Haves

• Fidelity product knowledge/experience preferred
• Bachelor’s degree in business or finance preferred
• CFP certification preferred

Responsibilities

• Provide mentorship and development support to Fidelity Wealth associates.
• Support advisor development by detailing 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level