Vice President, Regional Planning Consultant - Houston, TX

Fidelity(21 days ago)

HybridFull TimeMedior$99,312 - $131,554 (estimated)Sales Support

About this role

A Regional Planning Consultant supports investor center associates by mentoring them to develop their financial planning practices and grow client relationships. The role emphasizes fostering a culture of planning and strengthening associates’ consultative selling and product knowledge. It contributes to associate development and business growth within the firm's Personal Investments organization.

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Required Skills

Financial Planning
Consultative Selling
Coaching
Mentoring
Public Speaking
Product Knowledge
Client Relationships
Practice Management
Communication
Advisory Solutions

Qualifications

Series 7 - FINRA
Series 63 - FINRA
Series 65 - FINRA
Series 66 - FINRA
Certified Financial Planner (CFP)
Insurance Licenses

About Fidelity

fidelity.com

Fidelity 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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