Fidelity Investments · 5 hours ago
Regional Planning Consultant - Los Angeles, CA
Palo Alto, CA
Full-time
Hybrid
Mid Level
$100K/yr - $140K/yrFidelity Investments is seeking a Regional Planning Consultant to support their Wealth Management Coaching Team. This role involves providing coaching support, expertise in financial planning, and enhancing the development of Fidelity Wealth associates through personalized planning and communication skills.
Asset ManagementFinanceFinancial ServicesRetirementWealth 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
Your planning skills and in-depth knowledge of financial product offerings
Your unparalleled desire to coach and impact others' results
You effectively coach by communicating and influencing associates to embody the Standards of Care while driving impact within their Framework for Success
You have public speaking skills and are confident in front of an audience of any size
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, and learning resources to develop your career
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
Founded in 1946
10001+ employees
H1B Sponsorship
Fidelity Investments has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (8)
2023 (4)
2022 (6)
2021 (8)
2020 (30)
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
2026-01-23
Livemint.com
2026-01-22
Company data provided by crunchbase