Vice President Regional Planning Consultant
Fidelity Investments is a privately held, Boston-headquartered financial services company providing investing, trading, retirement, wealth management, brokerage, workplace benefits, custody and clearing, and digital-asset services.
Maintainer signals as of 9/25/2026
About Fidelity Investments
Fidelity serves individual investors, employers, wealth-management firms, institutions, innovators, and charitable donors through diversified financial-services businesses. Current offerings include brokerage and trading, mutual funds and exchange-traded products, retirement and workplace savings, financial planning and advice, wealth management, institutional custody and clearing, and crypto/digital-asset products.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will coach and develop investor center associates in communication, financial products, practice management, and consultative selling. You will coordinate development plans with branch management, lead by example, and join client appointments to introduce and implement appropriate solutions.
Requirements
- Sales experience in the financial services industry
- Series 7 license
- Series 66 license
- Financial planning skills
- Knowledge of financial product offerings
- Public speaking skills
- CFP certification preferred
Responsibilities
- Provide expertise on financial planning, investment, advisory, insurance, and retirement solutions
- Coordinate development plans and training with branch management
- Coach associates in consultative selling practices
- Demonstrate organized preparation and effective follow-up
- Partner with branch consultants during client appointments
Benefits
- Comprehensive health care coverage
- Emotional well-being support
- Retirement benefits
- Paid time off
- Parental leave
- Charitable giving employee match program
- Student loan repayment
- Tuition reimbursement