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Regional Planning Consultant – Minneapolis/Edina, MN

Fidelity Investments

This is a Contract position in Minnetrista, MN posted May 14, 2021.

Job Description: Are you passionate about helping advisors build their business through a culture of planning by mentoring and encouraging associates? Do you love to spend time crafting deeper positive relationships? Our Financial Planning offices are filled with energy and potential and our Regional Planning Consultants play a vital role in supporting investor center associates by reinforcing the principles of consultative selling. You will impact associate development through focused coaching support in the key foundational areas, including communication skills, our product offering and practice management techniques. The Expertise We’re Looking For We ask that you have sales experience in the financial service industry We require a Series 7 & 63 and will allow study time to obtain the Series 66 & Insurance licenses within 6 months of hire CFP certification preferred The Purpose of Your Role Our vision for the Regional Planning Consultant is to develop sales associates through collaboration and mentoring, to ensure they possess the skills needed to provide a premier experience to our clients and grow their books. The Skills You Bring Your planning skills and in-depth knowledge of financial product offerings You are confident in front of an audience of any size and have impressionable public speaking skills Your unparalleled desire to coach and impact others’ results You are an approachable leader with the ability to effortlessly influence others The Value You Deliver Providing subject matter expertise on a broad range of financial planning and investment solutions, including advisory solutions, wealth advisory services, insurance offerings, and retirement Coordinating with branch management, you are using supportive development plans to provide collaborative training to associates who are improving their skills and abilities to execute in their roles You are encouraging the growth of our branch associates and preparing them to become highly proficient and effective sales consultants by embracing consultative selling practices Leading by example and demonstrating organized preparation and effective follow up skills Partnering with branch consultants in client appointments to support the introduction and implementation of appropriate product solutions How Your Work Impacts the Organization Your work supports Personal Investments by delivering financial service expertise through inclusive mentorship and development activities. Certifications: Series 07 – FINRA Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Find your Fidelity at fidelitycareers.com . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations fmr.com , or by calling 800-835-5099, prompt 2, option 2. We welcome those with experience in jobs such as Senior Account Manager, Shift Leader, and Sales Manager and others in the Sales to apply.

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