Regional Planning Consultant - Westlake, TX

As a Regional Planning Consultant, you provide mentorship and development support to Fidelity Wealth associates, helping them strengthen their capabilities and advance their careers. In this role, you support advisor development by detailing coaching interactions within Salesforce Coaching App 2.0, enabling consistent tracking of progress and skill advancement. By reinforcing the Fidelity Relationship Model and Standards of Care, you help prepare advisory associates to become highly proficient and effective advisors. You also provide financial planning expertise through joint client appointments, partnering with advisors to introduce and implement appropriate planning strategies and solutions. Through hands-on coaching, collaboration, and client-facing support, you help advisors improve their efficiency while delivering significant outcomes for clients. The Regional Planning Consultant plays a vital role in supporting professionals within Fidelity Wealth by reinforcing the principles of mentorship and personalized planning. You will affect associate development through focused coaching support in the key foundational areas including communication skills, planning concepts, practice management techniques and planning tools.

Responsibilities

Provide mentorship and development support to Fidelity Wealth associates; Support advisor development by detailing coaching interactions within Salesforce Coaching App 2.0; Reinforce the Fidelity Relationship Model and Standards of Care; Provide financial planning expertise through joint client appointments; Partner with advisors to introduce and implement appropriate planning strategies and solutions; Help advisors improve their efficiency while delivering significant outcomes for clients; Affect associate development through focused coaching support in areas including communication skills, planning concepts, practice management techniques and planning tools

Requirements

Sales experience with validated knowledge of planning interactions; Expert level experience and understanding of financial/investment planning process and knowledge of strategies in areas of retirement planning, education funding, estate planning and insurance planning; FINRA Series 7, 63/66 required; insurance licenses must be acquired within 6 months of hire; At least 25% travel in the field will be required; Planning skills and in-depth knowledge of financial product offerings; An unparalleled desire to mentor and impact others’ results; Public speaking skills and confidence in front of an audience of any size

Nice to have

Fidelity product knowledge/experience; Bachelor’s degree in business or finance; CFP certification