Vice President, Regional Planning Consultant - Long Island, NY
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 helps associates build their businesses and provide clients with a premier experience through collaboration, mentoring, and inclusive development activities. The consultant provides expertise on financial planning and investment solutions, including advisory solutions, wealth advisory services, insurance offerings, and retirement. In coordination with branch management, the consultant develops supportive training plans, partners with branch consultants in client appointments, and models organized preparation and effective follow-up. The role supports Personal Investments by helping branch associates become proficient and effective sales consultants. The position is based in the Long Island, New York region. Fidelity’s onsite working model is being phased in across regions and roles; onsite expectations vary and may evolve. Fidelity will not provide immigration sponsorship for this position.
Requirements
- Sales experience in the financial services industry.
- Series 7 and Series 63 licenses.
- Ability to obtain Series 66 and insurance licenses within six months of hire.
- Planning skills and in-depth knowledge of financial product offerings.
- Confidence and strong public-speaking skills when addressing audiences of any size.
- Strong desire to coach others and influence their results.
- Approachable leadership and the ability to influence others.
Nice To Haves
- CFP certification preferred.
Responsibilities
- Coach and mentor sales associates to develop their skills and improve their results.
- Reinforce consultative selling principles and support development in communication, product knowledge, and practice management.
- 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 collaborative training and supportive development plans.
- Encourage branch associates’ growth and prepare them to become proficient and effective sales consultants.
- 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.
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.
- Bonus or other variable compensation may be included depending on position and eligibility requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
