VP, Regional Planning Consultant - San Diego/ Rancho Bernardo

Fidelity Investments • San Diego, CA

279d • $103,000 - $174,000 • Hybrid

About The Position

Are you passionate about helping advisors build their business through a culture of planning by mentoring and encouraging associates? Do you love to spend time crafting deeper positive relationships? 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.

Requirements

• Sales experience in the financial service industry.
• Series 7 & 63 licenses required; Series 66 & Insurance licenses to be obtained within 6 months of hire.
• CFP certification preferred.

Nice To Haves

• In-depth knowledge of financial product offerings.
• Impressionable public speaking skills.
• Desire to coach and impact others' results.
• Approachable leadership style with the ability to influence others.

Responsibilities

• Develop sales associates through collaboration and mentoring.
• Provide subject matter expertise on a broad range of financial planning and investment solutions.
• Coordinate with branch management to provide collaborative training to associates.
• Encourage the growth of branch associates to become proficient sales consultants.
• Lead by example demonstrating organized preparation and effective follow-up skills.
• Partner with branch consultants in client appointments to support product solutions.

Benefits

• Comprehensive health care coverage.
• Emotional well-being support.
• Market-leading retirement plans.
• Generous paid time off and parental leave.
• Charitable giving employee match program.
• Educational assistance including student loan repayment and tuition reimbursement.

What This Job Offers

• Job Type: Full-time
• Career Level: Executive
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree