VP, Regional Planning Consultant- Brea/ Torrance, CA

About the role

The Regional Planning Consultant plays 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.

Responsibilities

• Develop sales associates through collaboration and mentoring
• Provide subject matter expertise on a broad range of financial planning and investment solutions
• Coordinate with branch management to provide collaborative training to associates
• Encourage the growth of our branch associates and prepare them to become highly proficient and effective sales consultants
• Lead by example and demonstrate organized preparation and effective follow up skills
• Partners with branch consultants in client appointments to support the introduction and implementation of appropriate product solutions

Requirements

• Sales experience in the financial service industry
• Series 7 & 63 licenses (with study time allowed to obtain Series 66 & Insurance licenses within 6 months of hire)
• Certified Financial Planner (CFP) certification preferred

Qualifications

Your planning skills and in-depth knowledge of financial product offerings
Confidence in front of an audience of any size and strong public speaking skills
Unparalleled desire to coach and impact others’ results
An approachable leader with the ability to effortlessly influence others

Skills

• Planning skills and in-depth knowledge of financial product offerings
• Confident in front of an audience of any size and have impressionable public speaking skills
• Unparalleled desire to coach and impact others’ results
• An approachable leader with the ability to effortlessly influence others

Benefits

Comprehensive health care coverage and emotional well-being support
Market-leading retirement
Generous paid time off and parental leave
Charitable giving employee match program
Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

Pay

The base salary range for this position is $118,000-226,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Schedule

Fidelity's onsite working model varies based on role and location, with some requiring 100% onsite presence and others requiring less. The transition to a full-time onsite model is ongoing and evolving as the rollout continues.