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    Regional Planning Consultant - Irvine, United States - Fidelity TalentSource LLC

    Fidelity TalentSource LLC
    Fidelity TalentSource LLC Irvine, United States

    2 days ago

    Fidelity TalentSource LLC background
    Description

    Job Description:
    Are you passionate about helping advisors build their business through a culture of planning by mentoring and encouraging associates? Do you love to spend time crafting deeper positive relationships?

    Our Financial Planning offices are filled with energy and potential and our Regional Planning Consultants play 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.

    The Expertise We re Looking For

    We ask that you have sales experience in the financial service industry

    We require a Series 7 & 63 and will allow study time to obtain the Series 66 & Insurance licenses within 6 months of hire

    CFP certification preferred

    The Purpose of Your Role


    Our vision for the Regional Planning Consultant is to develop sales associates through collaboration and mentoring, to ensure they possess the skills needed to provide a premier experience to our clients and grow their books.

    The Skills You Bring

    Your planning skills and in-depth knowledge of financial product offerings

    You are confident in front of an audience of any size and have impressionable public speaking skills

    Your unparalleled desire to coach and impact others results

    You are an approachable leader with the ability to effortlessly influence others

    The Value You Deliver

    Providing subject matter expertise on a broad range of financial planning and investment solutions, including advisory solutions, wealth advisory services, insurance offerings, and retirement

    Coordinating with branch management, you are using supportive development plans to provide collaborative training to associates who are improving their skills and abilities to execute in their roles

    You are encouraging the growth of our branch associates and preparing them to become highly proficient and effective sales consultants by embracing consultative selling practices

    Leading by example and demonstrating organized preparation and effective follow up skills

    Partnering with branch consultants in client appointments to support the introduction and implementation of appropriate product solutions

    How Your Work Impacts the Organization

    Your work supports Personal Investments by delivering financial service expertise through inclusive mentorship and development activities.

    The base salary range for this position is $103,000-$174,000 per year.

    \u00A0 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. \u00A0\u00A0
    We offer a wide range of

    benefits

    to meet your evolving needs and help you live your best life at work and at home.

    \u00A0These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

    \u00A0Note, the application window closes when the position is filled or unposted.


    Certifications:
    Certified Financial Planner \u00AE / CFP-\u00AE - Issuing Authority, Series 0- FINRA, Series 6- FINRA, Series 6- FINRA

    Company Overview
    Fidelity Investments is a privately held company with a mission

    to strengthen the financial well-being of our clients.

    We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.
    Join Us
    At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours.

    You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home.

    Honored with a

    Glassdoor Employees Choice Award

    , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.
    At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we re calling \u201C

    Dynamic Working

    \u201D. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.

    At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry .

    Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,

    detailed in this document

    , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
    We invite you to

    Find Your Fidelity

    at

    .
    Fidelity Investments is an equal opportunity employer.

    We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

    Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to

    , or by calling

    , prompt 2, option 3.

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