National Planning Consultant - Multiple Locations

*This role is available remotely in anywhere in the United States.

The Planning & Guidance Desk provides a centralized, cross-business sales, planning and guidance tool methodology and sales support to all of PWI financial representatives in order to broaden and deepen representatives' knowledge of Fidelity's planning and guidance tool offering including financial planning solutions and improved interaction skills resulting in increased sales opportunities in the market. The team works with the branch, phone and workplace management leadership to ensure overall success. The team supports over 3,000 Personal Workplace Investing (PWI) associates and will act as a resource and provide education and sales training through individual and group coaching sessions and meetings. The team provides planning & guidance subject matter expertise at all levels of the organization, consult with the leadership teams and exhibit proactive sales strategies that lead to increased revenue through their aligned region.

Personal Workplace Investing (PWI) is increasingly relying on value added planning and guidance to deepen our customers' relationships by helping them develop actionable plans to help achieve their financial goals. Fidelity's planning and guidance tools are part of the underlying platform that enables this important offering, which is seeing increased demand as boomers approaching retirement face important and complex financial decisions.

Primary Responsibilities:

• Provide guidance, sales, methodology and training support to PWI associates.
• Direct support of the Foundational Four and the Wealth Planning Overview content as well as current training platforms
• Serve as a planning and guidance subject matter expert to provide direction and support for future guidance/ advice strategies and planning tool designs
• Build and maintain business relationships with PWI leadership and business partners supporting business plan needs
• Provide consistent and effective business representation for issues relating to the quality and functionality of Fidelity planning tools
• Develop escalation process to provide prompt and accurate information to key business units
• Collect/ analyze data to provide quality reporting and communicate effectively to business units to assist in improving/ supporting Fidelity's guidance offering
• Drive and support national initiatives and work with Fidelity leaders throughout the organization
• Provide financial planning expertise to client facing Fidelity associates

Education and Experience:

• Professional designations such as CFP, ChFC, CLU, CRPC a plus
• Fidelity branch experience and/or Workplace Investing experience a plus
• Minimum five years of comprehensive financial planning expertise is required
• 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, and insurance licenses are required - 9/10 designation is a plus
• Bachelor's degree in Business or Finance preferred

Skills and Knowledge:

• Solid comprehension of the Foundational Four and Wealth Planning Overview content
• Comprehension of and ability to demonstrate Fidelity’s coaching models is a plus
• Superior sales, interpersonal and communication skills
• Strong leadership and motivation skills
• Excellent presentation skills, both in creation and delivery
• Extraordinary time management and organizational skills
• Problem solving, decision making and negotiation skills
• Ability to work well independently and in a constantly changing and highly fast paced environment
• Relationship building/ networking skills are necessary
• Ability to influence others through training and coaching and assist associates in gaining understanding and acceptance of complex ideas
• Strong aptitude and demonstrated passion for Fidelity’s suite of financial planning tools
• Excel, PowerPoint, SharePoint, Ribbit and database skills are a plus

Company Overview

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. For information about working at Fidelity, visit FidelityCareers.com

Fidelity Investments is an equal opportunity employer.

Please see below for the salary range for work locations in Colorado only:

This position is eligible for incentive compensation or an annual bonus opportunity.

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning and growth so you can build the career you’ve always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.

We invite you to Find Your Fidelity at fidelitycareers.com .

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to , or by calling , prompt 2, option 2.