VP, Regional Planning Consultant-Denver, Colorado

About the role

The Vice President, Regional Planning Consultant plays a critical role in elevating associate performance by providing subject matter expertise across a wide range of financial planning and investment solutions. This includes client engagement, planning tools and concepts, product strategies, and practice management techniques.

Responsibilities

• Coordinate with branch management and a team of coaches to build and execute development plans that improve associate capabilities.
• Deliver collaborative coaching, support advisors in client appointments, and model guidelines through strong preparation and follow-up.
• Communicate insights and strategies to help associates grow into highly effective advisors while reinforcing consistent business execution.
• Build and maintain positive relationships with company executives and business collaborators.
• Provide proactive and reactive mentoring, leveraging Salesforce Coaching App 2.0 to document coaching activities, track progress, and foster skill development.

Requirements

• Proven success in building relationships, uncovering needs, and recommending solutions.
• Series 7 & 63 licenses required.
• Series 66 & Insurance licenses obtained within 6 months of hire.
• CFP certification preferred.
• 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 mentor and impact others’ results.
• Achievable leader with the ability to effortlessly influence others.

Qualifications

• Experience in a similar role or related field.
• Strong understanding of financial planning and investment solutions.
• Ability to coach and mentor others effectively.
• Excellent communication and interpersonal skills.
• Knowledge of Salesforce Coaching App 2.0.

Skills

• Building relationships and uncovering needs.
• Recommend solutions based on client needs.
• Public speaking and presenting skills.
• Mentoring and coaching abilities.
• Knowledge of financial products and services.

Benefits

• Comprehensive health care coverage.
• Emotional well-being support.
• Market-leading retirement plan.
• Generous paid time off and parental leave.
• Charitable giving employee match program.
• Educational assistance including student loan repayment and tuition reimbursement.

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. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

Schedule

Fidelity's Onsite Working Model: Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Location

Details on the specific location will be provided during the interview process.

Equal Opportunity Employer

Fidelity Investments is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, or any other characteristic protected by law.