Vice President, Regional Planning Consultant - Long Island, NY

Fidelity Investments • Garden City, NY

6d • $118,000 - $226,000

About The Position

The Regional Planning Consultant supports investor center associates by reinforcing consultative selling and developing their skills through focused coaching in communication, product offerings, and practice management. The role collaborates with and mentors associates so they can provide a premier client experience and grow their books of business. It provides financial planning and investment expertise, helps associates improve their effectiveness as sales consultants, and may partner with branch consultants in client appointments to support suitable product solutions. The position is based in Long Island, New York. Fidelity is transitioning to a full-time onsite working model through a phased rollout, and onsite expectations vary by role and location and may evolve. The stated base salary range is $118,000–$226,000 per year; placement depends on responsibilities, scope, geography, relevant experience, and other factors. Bonus or other variable compensation may also be included depending on position and eligibility. Fidelity does not provide immigration sponsorship for this position.

Requirements

• Sales experience in the financial services industry.
• Series 7 and Series 63 licenses.
• 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 speaking before audiences of any size and strong public-speaking skills.
• Desire to coach others and influence their results.
• Approachable leadership and the ability to influence others.

Nice To Haves

• CFP certification preferred.

Responsibilities

• Develop sales associates through collaboration, mentoring, and focused coaching.
• Reinforce consultative selling principles and support associate development in communication skills, product offerings, 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 on supportive development plans and collaborative training for associates.
• Encourage branch associates’ growth and prepare them to become proficient sales consultants 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.

Benefits

• Comprehensive health care coverage
• Emotional well-being support
• Retirement benefits
• Paid time off
• Parental leave
• Charitable giving employee match program
• Educational assistance, including student loan repayment and tuition reimbursement
• Learning resources for career development

What This Job Offers

• Job Type: Full-time
• Career Level: Executive
• Education Level: No Education Listed