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Regional Financial Planning Advisor

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-focused environment while building strong relationships? Do you have a commitment to empowering team members and enhancing their sales capabilities?

In our vibrant Financial Planning divisions, Regional Planning Consultants are essential in assisting investor center associates by reinforcing consultative selling methodologies. Your primary focus will be on coaching and developing associates in critical areas such as effective communication, product expertise, and practice management.

Desired Qualifications

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

Role Purpose

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

Essential Skills

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

Your Contributions

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

Organizational Impact

Your contributions at Personal Investments play a vital role in providing financial expertise through mentorship and developmental activities.

About Fidelity Investments

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

Company Values

Fidelity emphasizes numerous opportunities for personal and professional development. The organization prioritizes integrity and inclusivity, offering benefits that support both career and personal well-being.

Commitment to Diversity

Fidelity is devoted to fostering a diverse and inclusive workplace.