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Vice President, Regional Planning Consultant at Fidelity - ApplyBlast

Vice President, Regional Planning Consultant

Fidelity

13 days ago

4.4 on Glassdoor

Brookfield, Wisconsin, United States

Onsite

Full Time

Executive

0 applicants

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About this role

The Vice President, Regional Planning Consultant plays a critical role in elevating associate performance by providing subject matter expertise across financial planning and investment solutions. This position involves coordinating with branch management and coaches to build development plans, deliver collaborative coaching, and support advisors in client appointments. The role requires building positive relationships with executives and leveraging tools to document coaching activities and foster skill development.

Responsibilities

Provide subject matter expertise across financial planning and investment solutions
Coordinate with branch management to build and execute development plans
Deliver collaborative coaching and support advisors in client appointments

Skills

Qualifications

Series 7Series 63Series 66Insurance licensesCFP certification

About Fidelity

fidelity.com

Headquarters

Boston, Massachusetts, United States

Company Size

10001+ employees

Founded

1946

View Profile

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.