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Fidelity Bank · 4 hours ago

Vice President, Regional Planning Consultant - Austin, TX

Austin, TX

Full-time

Hybrid

Senior Level

Fidelity Bank is seeking a Vice President, Regional Planning Consultant to support investor center associates through mentorship and coaching. This role focuses on developing sales associates' skills in financial planning and consultative selling to enhance client experiences and grow their businesses.

BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management

Responsibilities

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

Qualification

Sales experienceFinancial product knowledgeCFP certificationPublic speakingCoaching skillsConsultative sellingLeadershipCommunication skillsOrganizational skills

Required

sales experience in the financial service industry

Series 7 & 63 and will allow study time to obtain the Series 66 & Insurance licenses within 6 months of hire

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

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