VP, Regional Planning Consultant- Brea/ Torrance, CA

Fidelity•Brea, CA

4d•Onsite

About The Position

The Vice President, Regional Planning Consultant plays a critical role in elevating associate performance by providing subject matter expertise across a wide range of financial planning and investment solutions. This includes client engagement, planning tools and concepts, product strategies, and practice management techniques. As part of this position, you will coordinate with branch management and a team of coaches to build and execute development plans that improve associate capabilities. You will deliver collaborative coaching, support advisors in client appointments, and model guidelines through strong preparation and follow-up. Additionally, you will communicate insights and strategies to help associates grow into highly effective advisors while reinforcing consistent business execution. Success in this role requires building and maintaining positive relationships with company executives and business collaborators. You will provide proactive and reactive mentoring, leveraging Salesforce Coaching App 2.0 to document coaching activities, track progress, and foster skill development.

Requirements

Proven success in building relationships, uncovering needs, and recommending solutions
Series 7 & 63 licenses required
Series 66 & Insurance licenses obtained within 6 months of hire
Planning skills and in-depth knowledge of financial product offerings
Confidence in front of an audience of any size and strong public speaking skills
Unparalleled desire to mentor and impact others’ results
Approachable leader with the ability to effortlessly influence others

Nice To Haves

CFP certification preferred

Responsibilities

Elevating associate performance by providing subject matter expertise across a wide range of financial planning and investment solutions.
Coordinating with branch management and a team of coaches to build and execute development plans that improve associate capabilities.
Delivering collaborative coaching, supporting advisors in client appointments, and modeling guidelines through strong preparation and follow-up.
Communicating insights and strategies to help associates grow into highly effective advisors while reinforcing consistent business execution.
Building and maintaining positive relationships with company executives and business collaborators.
Providing proactive and reactive mentoring, leveraging Salesforce Coaching App 2.0 to document coaching activities, track progress, and foster skill development.
Setting the vision and deciding how to deploy mentoring resources to improve impact across aligned advisors.
Developing advisors through collaboration, mentoring, and targeted support, ensuring they have the skills needed to grow their business and deliver personalized financial guidance.
Reinforcing the principles of the Fidelity Relationship Model and Standards of Care, fostering a culture of continuous improvement, accountability, and client-centric excellence.