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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
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
The Value You Deliver
How Your Work Impacts the Organization
Your work supports Personal Investments by delivering financial service expertise through inclusive mentorship and development activities.
The base salary range for this position is $103,000-$174,000 per year.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Note, the application window closes when the position is filled or unposted.
Certifications :
Certified Financial Planner / CFP- Issuing Authority, Series 07 FINRA, Series 66 FINRA
Last updated : 2024-05-14
Full Time
Business Services
$94k-130k (estimate)
05/16/2024
05/17/2024
fidelityrecruitment.com
LONDON
500 - 1,000
2002
ROBERT MUSGROVE
$50M - $200M
Business Services