Vice President, Regional Planning Consultant - Austin, TX
Fidelity(1 month ago)
About this role
A Regional Planning Consultant at Fidelity plays a crucial role in mentoring associates and fostering a culture of planning within financial planning offices. This position involves developing sales associates through collaboration, coaching, and providing subject matter expertise on a wide range of financial planning and investment solutions.
Required Skills
- Sales Experience
- Coaching Skills
- Public Speaking
- Financial Planning
- Product Knowledge
Qualifications
- BS in Finance
- CFP
- Series 7
- Series 63
- Series 66
About Fidelity
fidelity.comFidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.
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