VP, Regional Planning Consultant

Jobtailor

Denver (CO)

On-site

USD 90,000 - 130,000

Full time

9 days ago

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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.

Skills

Financial Planning

Investment Solutions

Coaching

Public Speaking

Relationship Building

Mentoring

Business Execution

Planning Skills

Salesforce Coaching App 2.0

Tools

Salesforce Coaching App 2.0

Job description

Elevate associate performance through subject matter expertise across financial planning and investment solutions
Coordinate with branch management and coaches to build and execute associate development plans
Deliver collaborative coaching and support advisors in client appointments
Model guidelines through preparation and follow-up
Communicate insights and strategies to help associates become effective advisors
Reinforce consistent business execution
Build and maintain relationships with company executives and business collaborators
Provide proactive and reactive mentoring
Use Salesforce Coaching App 2.0 to document coaching activities, track progress, and foster skill development
Lead the Wealth Management Coaching Team, set its vision, and deploy mentoring resources across aligned advisors
Partner with branch leadership and business partners to reinforce Fidelity's Relationship Model and Standards of Care

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
Approachable leadership with the ability to influence others
Must not require immigration sponsorship
Must satisfy applicable regulatory and criminal-history requirements

Core Competencies

Demonstrates expertise in financial planning and investment solutions, with a strong focus on mentoring and developing associates to enhance their advisory skills. Proficient in using Salesforce Coaching App 2.0 for tracking progress and fostering skill development while maintaining compliance with regulatory standards.

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