Regional Planning Consultant

4 weeks ago

Friendswood, United States Fidelity Investments Full time
Job Description:

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.
The Expertise We're Looking For
  • We ask that you have sales experience in the financial service industry
  • We require a Series 7 & 63 and will allow study time to obtain the Series 66 & Insurance licenses within 6 months of hire
  • CFP certification preferred
The Purpose of Your Role

Our 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.
The Skills You Bring
  • Your planning skills and in-depth knowledge of financial product offerings
  • You are confident in front of an audience of any size and have impressionable public speaking skills
  • Your unparalleled desire to coach and impact others' results
  • You are an approachable leader with the ability to effortlessly influence others
The Value You Deliver
  • 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, you are using supportive development plans to provide collaborative training to associates who are improving their skills and abilities to execute in their roles
  • You are encouraging the growth of our 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
How Your Work Impacts the Organization

Your work supports Personal Investments by delivering financial service expertise through inclusive mentorship and development activities.

Certifications:
Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA

Category:

Sales Support

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

  • Regional Planning Consultant

    1 month ago

    Friendswood, United States Fidelity Investments Full time

    **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...

  • Regional Planning Consultant

    3 weeks ago

    Friendswood, United States Fidelity TalentSource LLC Full time

    Job Description: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...

  • Investment Consultant

    1 week ago

    Friendswood, United States Fidelity Investments Full time

    Job Description : Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We...

  • Consulting City Engineer

    1 month ago

    Friendswood, United States Civil Search Full time

    Title: Consulting City Engineer Employer Size: 0 - 40 Employees Client Types: Cities, Counties, Water Authorities, and other Public Works agencies Responsibilities: Review engineering design plans for private developments to verify accordance with city standard and specifications and/or recommend resolutions to any conflicts Act as a professional...

  • Investment Consultant

    1 month ago

    Friendswood, United States Fidelity Investments Full time

    Job Description:Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower...

  • Investment Consultant

    2 days ago

    Friendswood, United States Fidelity TalentSource LLC Full time

    Job Description: Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower...

  • Automotive Sales Consultant

    2 weeks ago

    Friendswood, United States Ken Garff Automotive Group Full time

    Considering a career with Ken Garff Automotive Group means you are in for a great ride (excuse the car metaphor)! We’re not your standard dealership or group of dealerships and we are pretty darn proud of that. We are out to do things differently and want to consistently change, grow, and progress. For that reason, our employees are proud of where they...

  • Civil Designer II

    4 weeks ago

    Friendswood, United States Adico, LLC Full time

    Job DescriptionJob DescriptionWe are seeking a Civil Designer with 5+ years of professional experience to join our team. The position will include assisting the Project Engineer in the preparation of municipal design projects for local clients such as state, county and local governments as well as private clients or land developers. The candidate will...

  • Computer Aided Design Designer

    2 weeks ago

    Friendswood, United States Civil Search Consultants Full time

    Title: Civil CAD DesignerEmployer Size: 0 - 40 EmployeesClient Types: Cities, Counties, Water Authorities, and other Public Works agenciesResponsibilities:Revise and produce from scratch plan designs for roadway, drainage, water, and sewer projects for municipal and public works projects, using AutoCAD Civil-3DSupport Project Managers and Engineers in their...

  • Computer Aided Design Designer

    3 weeks ago

    Friendswood, United States Civil Search Consultants Full time

    Title: Civil CAD DesignerEmployer Size: 0 - 40 EmployeesClient Types: Cities, Counties, Water Authorities, and other Public Works agenciesResponsibilities:Revise and produce from scratch plan designs for roadway, drainage, water, and sewer projects for municipal and public works projects, using AutoCAD Civil-3DSupport Project Managers and Engineers in their...

  • Computer Aided Design Designer

    1 week ago

    Friendswood, United States Civil Search Consultants Full time

    Title: Civil CAD Designer Employer Size: 0 - 40 Employees Client Types: Cities, Counties, Water Authorities, and other Public Works agencies Responsibilities: Revise and produce from scratch plan designs for roadway, drainage, water, and sewer projects for municipal and public works projects, using AutoCAD Civil-3D Support Project Managers and Engineers in...

  • Computer Aided Design Designer

    3 weeks ago

    Friendswood, United States Civil Search Consultants Full time

    Title: Civil CAD DesignerEmployer Size: 0 - 40 EmployeesClient Types: Cities, Counties, Water Authorities, and other Public Works agenciesResponsibilities:Revise and produce from scratch plan designs for roadway, drainage, water, and sewer projects for municipal and public works projects, using AutoCAD Civil-3DSupport Project Managers and Engineers in their...

  • Medical Assistant

    1 month ago

    Friendswood, United States Superior Health Consulting Full time

    Job DescriptionJob DescriptionMedical Assistant / TechLooking to hire in the following locations/surrounding areas:Friendswood, TXResponsibilitiesLooking for a skilled employee to provide assessments for physicians and provide supplemental monitoring and optimized detection of cardiovascular, neurological and metabolic conditions associated with a multitude...

  • 24 /25 School Psychology - (Hybrid Position)

    3 days ago

    Friendswood, United States Soliant Full time

    Minimum 1+ years school psychologist experience required.School Psychologist We are seeking a dedicated and passionate a School Psychologist to join our team. Interviewing Now! Details: Fulltime; contracted position 2 days remote and 3 days onsite Caseload: K -8thgrade student Hourly Pay: $35+/hr; based on experience Responsibilities: Conduct...

  • Pilates Instructor

    3 days ago

    Friendswood, United States Life Time Full time

    . **Position Summary** Pilates Instructors are responsible for supporting all members in championing happier, and healthier lives by building and nurturing relationships. They provide a positive member experience that is educational, supporting, and upholds the integrity of the Life Time Brand. **Job Duties and Responsibilities** - Develops safe,...

  • Full Time Sales Lead Baybrook Mall

    4 days ago

    Friendswood, Texas, United States Pandora Full time

    As the largest jewellery brand in the world, we give a voice to millions of people's love every day. Our beautiful products empower people all around the world to express themselves. We are proud to be part of their stories and the most important moments in their lives. Where original thinking is welcomed, and can turn into positive impact in a heartbeat, we...

  • Full Time Sales Lead Baybrook Mall

    3 days ago

    FRIENDSWOOD, United States Pandora Full time

      As the largest jewellery brand in the world, we give a voice to millions of people’s love every day. Our beautiful products empower people all around the world to express themselves. We are proud to be part of their stories and the most important moments in their lives.   Where original thinking is welcomed, and can turn into positive impact...

  • Branch Manager

    2 weeks ago

    Friendswood, United States Forward March Inc Full time

    Our company is a proud Second Chance employer that evaluates every candidate on a case-by-case basis. The primary objective of the Branch Manager at our company is to provide leadership while training and helping develop employees to provide our company's standard of excellent customer service. You will be monitoring branch performance and keeping a keen eye...

  • Branch Manager

    2 weeks ago

    Friendswood, United States Forward March Inc. Full time

    Job DescriptionJob DescriptionOur company is a proud Second Chance employer that evaluates every candidate on a case-by-case basis.The primary objective of the Branch Manager at our company is to provide leadership while training and helping develop employees to provide our company's standard of excellent customer service. You will be monitoring branch...