Regional Wealth Coaching Lead, Financial Planning

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Denver (CO)

On-site

USD 90,000 - 130,000

Full time

14 days+

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Job summary

Fidelity Investments is seeking a Wealth Management Coaching Leader to elevate associate performance and mentor advisors across client engagements. You will coordinate with branch leadership, design development plans, and drive adherence to the Relationship Model and Standards of Care.

Strong public speaking and relationship-building skills are essential, along with required securities licenses. The role emphasizes collaboration with executives, proactive mentoring, and utilization of Salesforce

Qualifications

Proven success 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.
Strong planning skills and in-depth knowledge of financial products.

Responsibilities

Elevate associate performance through expertise in financial planning and investments.
Coordinate with branch management and coaches to build and execute development plans.
Deliver coaching and support advisors in client appointments.
Model guidelines through preparation and follow-up.
Communicate insights to help associates become effective advisors.