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Regional Planning Consultant - NJ Area

Company: Fidelity Investments
Location: Martinsville
Posted on: June 5, 2021

Job Description:

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 teams are filled with energy and potential! Our Regional Planning Consultants play a vital role in supporting advisors by reinforcing the principles of our client commitments. You will impact associate development through focused coaching support in the key foundational areas, including communication skills, our product offerings and practice management techniques.

The Expertise We're Looking For

  • We ask that you have 5-10 years of 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 or other advanced certification preferred

The Purpose of Your Role

Our vision for the Regional Planning Consultant is to develop advisors through collaboration and mentoring, to ensure they possess the skills needed to provide a warm, approachable experience to our clients and grow their books through trusted relationships and partnerships.

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 income strategies
  • Coordinating with management, you are using supportive development plans to provide collaborative training and coaching to associates who are improving their skills and abilities to execute in their roles
  • You are encouraging the growth of our associates and preparing them to become highly proficient and effective consultants by embracing a planning culture
  • Leading by example and demonstrating organized preparation and effective follow up skills
  • Partnering with financial consultants in client appointments to support the introduction and implementation of appropriate product solutions

How Your Work Impacts the Organization

Working in Personal Investments, you will coach advisors, offering mentorship and skills related to planning, while helping extend the reach of the firm's brand. You will provide coaching support, with unlimited access to some of the best resources and tools in the industry!

Company Overview

Our mission at Fidelity is to make our financial expertise broadly accessible and effectively helping people live the lives they want. We are a privately held company that places a high degree of value building and nurturing a work environment that attracts the best talent and reflects our dedication to our associates. For information about working at Fidelity, visit FidelityCareers.com

Fidelity Investments is an equal opportunity employer.

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

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Find your Fidelity at fidelitycareers.com .

Fidelity Investments is an equal opportunity employer.


We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to or by calling , prompt 2, option 2.

We welcome those with experience in jobs such as Business Services Representative, Outside Sales Representative, and Inside Sales Representative and others in the Sales to apply.

Keywords: Fidelity Investments, Elizabeth , Regional Planning Consultant - NJ Area, Other , Martinsville, New Jersey

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