VP, Regional Planning Consultant- Santa Monica/ Santa Barbara, CA at Fidelity Investments

Santa Monica, California, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

Sales experience in the financial services industry
Series 7 & 63 licenses required
Series 66 & Insurance licenses required within 6 months of hire (study time allowed)
CFP certification preferred
Planning skills and in-depth knowledge of financial product offerings
Confident in front of an audience of any size with impressionable public speaking skills
Strong desire to coach and impact others’ results
Approachable leader with the ability to effortlessly influence others

Responsibilities

Provide subject matter expertise on financial planning and investment solutions, including advisory solutions, wealth advisory services, insurance offerings, and retirement
Coordinate with branch management to use supportive development plans for collaborative training to associates improving their skills
Encourage growth of branch associates and prepare them to become highly proficient sales consultants by embracing consultative selling practices
Lead by example, demonstrating organized preparation and effective follow-up skills
Partner with branch consultants in client appointments to support the introduction and implementation of appropriate product solutions
Support investor center associates by reinforcing principles of consultative selling through focused coaching in communication skills, product offerings, and practice management techniques
Develop sales associates through collaboration and mentoring to ensure they provide premier client experiences and grow their books

Skills

Key technologies and capabilities for this role

Series 7Series 63Series 66Insurance LicensesCFPFinancial PlanningConsultative SellingPublic SpeakingCoachingPractice ManagementWealth AdvisoryRetirement Planning

Questions & Answers

Common questions about this position

What is the base salary range for the VP, Regional Planning Consultant position?

The base salary range is $124,000 - $140,000 per year, with placement varying based on job responsibilities, scope, geographic location, candidate’s relevant experience, and other factors.

Is this position remote or does it require working in an office?

This information is not specified in the job description.

What licenses and certifications are required for this role?

The position requires Series 7 & 63 licenses, with study time allowed to obtain Series 66 & Insurance licenses within 6 months of hire; CFP certification is preferred.

What does the company culture emphasize for this role?

The culture focuses on mentoring and encouraging associates, building deeper positive relationships, and fostering a supportive environment filled with energy and potential through collaboration and consultative selling.

What experience makes a strong candidate for this position?

Sales experience in the financial service industry is required, along with strong planning skills, in-depth knowledge of financial products, public speaking confidence, and a desire to coach and influence others.

Fidelity Investments

Investment management and financial services provider

About Fidelity Investments

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Boston, MassachusettsHeadquarters

1946Year Founded

$120,238.8MTotal Funding

DEBT_FINANCINGCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Risks

Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.

Increased competition from Vanguard's new division could draw clients away from Fidelity.

Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

Differentiation

Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.

Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.

Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

Upsides

Increased adoption of wearable tech could boost Fidelity's mobile solutions.

Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.

Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

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