Brea, CA USOther Locations:
Full timeJob Level:
Vice PresidentEducation Level: Overtime Status:
Sales & Relationship ManagementJob ID:
2004140Job Description Regional Planning Consultant - Brea, CA Job Description:
Our Regional Planning Consultants work to truly create a culture of planning by coaching and inspiring our associates.
The Expertise Were Looking For
The Purpose of Your Role
You play a vital role in supporting investor center associates and their customers by reinforcing the principles of consultative selling. The primary responsibility of the Regional Planning Consultant is to coach and develop associates to ensure they possess the skills needed to provide a world-class experience to our clients and grow their books.
The Skills You Bring
The Value You Deliver
How Your Work Impacts the Organization
Your work supports Personal Investments by delivering financial service expertise through world class coaching and development activities. We are leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. We believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in your hands. Youll be the one who will personally work with them to help achieve their dreams- whether thats saving for college, for retirement, for a big vacation, or anything else. This is a serious responsibility and thats why well surround you with amazing, supportive people and all the tools you need.
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 associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.
Fidelity Investments is an equal opportunity employer.Certifications:Series 07 - FINRA, Series 66 - FINRA Category: Sales Support Share This Similar Jobs