Vice President, Regional Planning Consultant - Park Ave (Manhattan), NY

Fidelity Investments•New York, NY

43d•$118,000 - $226,000•Onsite

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 vision for the Regional Planning Consultant 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. Your work supports Personal Investments by delivering financial service expertise through inclusive mentorship and development activities.

Requirements

Sales experience in the financial service industry.
Series 7 and Series 66 Insurance licenses.

Nice To Haves

CFP certification preferred.
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

Mentoring and encouraging associates to build their business through a culture of planning.
Supporting investor center associates by reinforcing the principles of consultative selling.
Impacting associate development through focused coaching support in communication skills, product offering, and practice management techniques.
Developing sales associates through collaboration and mentoring.
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 to use supportive development plans for collaborative training to associates.
Encouraging the growth of 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.