VP, Regional Planning Consultant-Denver, Colorado

The Vice President, Regional Planning Consultant plays a critical role in elevating associate performance by providing subject matter expertise across a wide range of financial planning and investment solutions. This includes client engagement, planning tools and concepts, product strategies, and practice management techniques. As part of this position, you will coordinate with branch management and a team of coaches to build and execute development plans that improve associate capabilities. You will deliver collaborative coaching, support advisors in client appointments, and model guidelines through strong preparation and follow-up. Additionally, you will communicate insights and strategies to help associates grow into highly effective advisors while reinforcing consistent business execution. Success in this role requires building and maintaining positive relationships with company executives and business collaborators. You will provide proactive and reactive mentoring, leveraging Salesforce Coaching App 2.0 to document coaching activities, track progress, and foster skill development. Our Investor Centers are dynamic environments filled with energy, opportunity, and a shared commitment to delivering exceptional client experiences. The Regional Planning Consultant Vice President leads the Wealth Management Coaching Team. They set the vision and decide how to deploy mentoring resources to improve impact across aligned advisors. This team is dedicated to developing advisors through collaboration, mentoring, and targeted support, ensuring they have the skills needed to grow their business and deliver personalized financial guidance. By partnering closely with branch leadership and business partners, the team reinforces the principles of the Fidelity Relationship Model and Standards of Care, fostering a culture of continuous improvement, accountability, and client-centric excellence.

Responsibilities

Providing subject matter expertise across a wide range of financial planning and investment solutions; Coordinating with branch management and a team of coaches to build and execute development plans that improve associate capabilities; Delivering collaborative coaching, supporting advisors in client appointments, and modeling guidelines through strong preparation and follow-up; Communicating insights and strategies to help associates grow into highly effective advisors while reinforcing consistent business execution; Building and maintaining positive relationships with company executives and business collaborators; Providing proactive and reactive mentoring, leveraging Salesforce Coaching App 2.0 to document coaching activities, track progress, and foster skill development; Leading the Wealth Management Coaching Team and setting the vision for deploying mentoring resources to improve impact across aligned advisors

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; 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 leader with the ability to effortlessly influence others

Nice to have

CFP certification preferred

Benefits

Comprehensive health care coverage and emotional well-being support; Market-leading retirement; Generous paid time off and parental leave; Charitable giving employee match program; Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career; Bonus or other variable compensation