VP, Regional Planning Consultant

• 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.

Highest-signal resume keywords

• Series 7 License
• Series 63 License
• Series 66 License
• CFP Certification
• Financial Product Knowledge

ATS Optimization Keywords

Hard Skills

• Financial Planning
• Investment Solutions
• Coaching
• Public Speaking
• Relationship Building
• Mentoring
• Business Execution
• Planning Skills
• Salesforce Coaching App 2.0

Soft Skills

• Approachable Leadership
• Influencing Others

Certifications & Qualifications

• Series 7 License
• Series 63 License
• Series 66 License
• CFP Certification

Industry Keywords

• Wealth Management
• Standards of Care
• Regulatory Compliance

Tools & Technologies

• Salesforce Coaching App 2.0