Vice President, Regional Planning Consultant - The Woodlands, TX
About The Position
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 purpose of your role 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.
Requirements
- Sales experience in the financial service industry
- Series 7 & 63 licenses (will allow study time to obtain the Series 66 & Insurance licenses within 6 months of hire)
- CFP certification preferred
Nice To Haves
- Planning skills and in-depth knowledge of financial product offerings
- Confident in front of an audience of any size and have impressionable public speaking skills
- Unparalleled desire to coach and impact others’ results
- Approachable leader with the ability to effortlessly influence others
Responsibilities
- Providing subject matter expertise on a broad range of financial planning and investment solutions, including advisory solutions, wealth advisory services, insurance offerings, and retirement
- Coordinating with branch management, you are using supportive development plans to provide collaborative training to associates who are improving their skills and abilities to execute in their roles
- Encouraging the growth of our branch associates and preparing them to become highly proficient and effective sales consultants by embracing consultative selling practices
- 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
Benefits
- Fidelity is not providing immigration sponsorship for this position
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
