Fidelity Bank · 6 hours ago
Regional Planning Consultant - Los Angeles, CA
1995 University Ave, Ste 120, Berkeley CA
Full-time
Hybrid
Mid Level
$100K/yr - $140K/yrFidelity Bank is establishing a thoughtful career progression within their Advisor & Business Development organization. The Regional Planning Consultant plays a vital role in supporting Fidelity Wealth associates through coaching in communication skills, planning concepts, and practice management techniques.
BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management
Responsibilities
Provide coaching support as a member of the Wealth Management Coaching Team model, deployed to Fidelity Wealth associates
Providing subject matter expertise on a broad range of financial planning and investment solutions, including client interactions, planning concepts & tools, strategies & product solutions, and practice management
Coaching topics will consist of, but not limited to, Practice Management, Client Interactions, Planning Concepts & Tools, and Strategies & Product Solutions
Document coaching interactions in Salesforce Coaching App 2.0 to support Fidelity Wealth associates in their skill progression
You are encouraging the growth of our advisory associates and preparing them to become highly proficient and effective advisors by embracing the Fidelity Relationship Model and Standards of Care
Provide financial planning expertise to client-facing Fidelity associates and clients through joint appointments
Partnering with advisors in client appointments to support the introduction and implementation of appropriate planning solutions
Qualification
Required
Sales experience with demonstrated 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 and insurance licenses must be obtained within 6 months of hire
At least 25% travel in the field will be required
Preferred
Fidelity product knowledge/experience preferred
Bachelor's degree in business or finance preferred
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
Learning resources to develop your career
Company
Fidelity Bank
Fidelity Bank is a commercial bank providing services financial sercvices.
Founded in 1974
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-12-17Acquired
2014-09-01Private Equity
Company data provided by crunchbase