Regional Planning Consultant – Greater Westchester, NY and/or Connecticut Market

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 teams are filled with energy and potential! Our Regional Planning Consultants play a vital role in supporting advisors by reinforcing the principles of our client commitments. You will impact associate development through focused coaching support in the key foundational areas, including communication skills, our product offerings and practice management techniques.

• We ask that you have 5-10 years of experience in the financial service industry
• We require a Series 7 & 63 and will allow study time to obtain the Series 66 & Insurance licenses within 6 months of hire
• CFP or other advanced certification preferred

Our vision for the Regional Planning Consultant is to develop advisors through collaboration and mentoring, to ensure they possess the skills needed to provide a warm, approachable experience to our clients and grow their books through trusted relationships and partnerships.

• Your planning skills and in-depth knowledge of financial product offerings
• You are confident in front of an audience of any size and have impressionable public speaking skills
• Your unparalleled desire to coach and impact others’ results
• You are an approachable leader with the ability to effortlessly influence others

• Providing subject matter expertise on a broad range of financial planning and investment solutions, including advisory solutions, wealth advisory services, insurance offerings, and retirement income strategies
• Coordinating with management, you are using supportive development plans to provide collaborative training and coaching to associates who are improving their skills and abilities to execute in their roles
• You are encouraging the growth of our associates and preparing them to become highly proficient and effective consultants by embracing a planning culture
• Leading by example and demonstrating organized preparation and effective follow up skills
• Partnering with financial consultants in client appointments to support the introduction and implementation of appropriate product solutions

Working in Personal Investments, you will coach advisors, offering mentorship and skills related to planning, while helping extend the reach of the firm's brand. You will provide coaching support, with unlimited access to some of the best resources and tools in the industry!

Our mission at Fidelity is to make our financial expertise broadly accessible and effectively helping people live the lives they want. We are a privately held company that places a high degree of value building and nurturing a work environment that attracts the best talent and reflects our dedication to our associates. For information about working at Fidelity, visit FidelityCareers.com

Fidelity Investments is an equal opportunity employer.

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.