Vice President, Regional Planning Consultant - New Haven, CT
About The Position
The Regional Planning Consultant supports investor center associates by reinforcing consultative selling principles and developing associates through focused coaching in communication skills, product offerings, and practice management. The role mentors and encourages associates to help them deliver a premier client experience and grow their books of business. The consultant provides expertise across financial planning and investment solutions, including advisory solutions, wealth advisory services, insurance offerings, and retirement. Working with branch management, the consultant creates supportive development plans and delivers collaborative training to help associates improve their skills and effectiveness as sales consultants. The role also partners with branch consultants in client appointments to support the introduction and implementation of appropriate product solutions. The position supports Personal Investments through financial-service expertise and inclusive mentorship and development activities. Fidelity is transitioning to a full-time onsite working model through a phased regional and role-based rollout; onsite requirements vary and may evolve. Immigration sponsorship is not provided for this position.
Requirements
- Sales experience in the financial services industry.
- Series 7 and Series 63 licenses are required.
- Obtain Series 66 and insurance licenses within six months of hire; study time will be allowed.
- Financial planning skills and in-depth knowledge of financial product offerings.
- Confidence and strong public-speaking skills in front of audiences of any size.
- Desire to coach and influence others’ results.
- Approachable leadership and the ability to influence others.
Nice To Haves
- CFP certification preferred.
Responsibilities
- Coach and develop sales associates in communication skills, financial product offerings, and practice management techniques.
- Provide subject matter expertise on financial planning and investment solutions, including advisory solutions, wealth advisory services, insurance offerings, and retirement.
- Coordinate with branch management to create supportive development plans and provide collaborative training to associates.
- Encourage branch associates to become proficient and effective sales consultants by using consultative selling practices.
- Lead by example through organized preparation and effective follow-up.
- Partner with branch consultants in client appointments to support the introduction and implementation of appropriate product solutions.
- Support Personal Investments through inclusive mentorship and development activities.
Benefits
- Comprehensive health care coverage and emotional well-being support.
- Market-leading retirement benefits.
- Generous paid time off and parental leave.
- Charitable giving employee match program.
- Educational assistance, including student loan repayment, tuition reimbursement, and learning resources.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
