Vice President, Regional Planning Consultant - New Haven, CT

Fidelity • New Haven, CT

5d • Onsite

About The Position

The Regional Planning Consultant supports investor center associates by reinforcing consultative selling principles and developing their skills through focused coaching in communication, product offerings, and practice management. The role collaborates with associates and branch management to help associates deliver a premier client experience and grow their books of business.

The consultant provides financial planning and investment expertise, mentors associates, and partners with branch consultants in client appointments to support the introduction and implementation of appropriate product solutions. The role supports Personal Investments through inclusive mentorship and development activities.

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Onsite expectations vary by role and location and may evolve; this transition does not apply to fully remote roles. Fidelity will not provide immigration sponsorship 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.
• Strong financial planning skills and in-depth knowledge of financial product offerings.
• Confidence and public-speaking skills in front of audiences of any size.
• A strong desire to coach others and positively impact their results.
• Approachable leadership and the ability to influence others.

Nice To Haves

• CFP certification preferred.

Responsibilities

• 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 provide collaborative training and supportive development plans for associates improving their skills and role performance.
• Encourage branch associates’ growth and prepare them to become proficient and effective 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.
• Develop sales associates through collaboration and mentoring to help them provide a premier client experience and grow their books of business.

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
• Potential bonus or other variable compensation, depending on position and eligibility

What This Job Offers

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