VP 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 provide financial-planning and investment expertise, coach advisors, support client appointments, and build development plans with branch leadership. You will mentor associates, communicate planning strategies, document coaching activities in Salesforce Coaching App 2.0, and track progress to strengthen advisor capabilities.
Requirements
- Series 7 and Series 63 licenses
- Obtain Series 66 and insurance licenses within six months of hire
- CFP certification is preferred
- Financial planning skills and knowledge of financial product offerings
- Public speaking skills
- Mentoring and influencing skills
- Experience building relationships, uncovering needs, and recommending solutions
- No immigration sponsorship is available
Responsibilities
- Provide financial planning and investment subject-matter expertise
- Coordinate with branch management to develop and execute associate development plans
- Deliver coaching and mentor advisors
- Support advisors during client appointments
- Model planning guidelines through preparation and follow-up
- Communicate strategies and insights to improve advisor effectiveness
- Document coaching activities and track progress in Salesforce Coaching App 2.0
- Build relationships with executives and business collaborators
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
- Learning resources
