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Regional Financial Strategy Consultant

2 months ago

Dallas, Texas, United States Fidelity TalentSource LLC Full time

Exciting Career Opportunity:

Are you passionate about guiding financial advisors in cultivating a planning-centric environment while building strong relationships? Do you have a commitment to empowering team members and enhancing their sales capabilities?

In our vibrant Financial Planning offices, Regional Planning Consultants are vital in assisting investor center associates by reinforcing consultative selling methodologies. Your primary focus will be on mentoring and developing associates in essential areas such as effective communication, comprehensive product knowledge, and efficient practice management.

Desired Qualifications

  • Background in financial services sales
  • Possession of Series 7 & 63 licenses, with opportunities to acquire Series 66 & Insurance licenses
  • Preferred certification: CFP

Role Purpose

As a Regional Planning Consultant, you will collaborate with and mentor sales associates to ensure they provide outstanding service to clients and grow their client portfolios.

Key Skills

  • In-depth knowledge of financial products and planning strategies
  • Confidence in public speaking and delivering presentations
  • Enthusiasm for coaching and influencing peers
  • Capability to lead and motivate others

Your Contributions

  • Deliver expertise in diverse financial planning and investment solutions
  • Collaborate with branch management to create training programs for associates
  • Assist branch associates in implementing consultative selling techniques
  • Lead by example and ensure thorough follow-ups
  • Support client meetings to present appropriate product solutions

Organizational Impact

Your contributions at Personal Investments will help provide financial expertise through mentorship and development initiatives.

About Fidelity Investments

Fidelity Investments is dedicated to enhancing the financial well-being of clients. They provide assistance to individuals, organizations, and advisors in investment planning and solutions.

Company Values

At Fidelity, you will find numerous opportunities for personal and professional development. The organization prioritizes integrity and inclusivity, offering benefits that support your career and personal health.

Diversity Commitment: Fidelity is dedicated to fostering a diverse and inclusive workplace.