Note: Fidelity will not provide immigration sponsorship for this position.
The RoleAs a Regional Planning Consultant, you provide mentorship and development support to Fidelity Wealth associates, helping them strengthen their capabilities and advance their careers.
In this role, you support advisor development by detailing coaching interactions within Salesforce Coaching App 2.0, enabling consistent tracking of progress and skill advancement. By reinforcing the Fidelity Relationship Model and Standards of Care, you help prepare advisory associates to become highly proficient and effective advisors.
You also provide financial planning expertise through joint client appointments, partnering with advisors to introduce and implement appropriate planning strategies and solutions. Through hands-on coaching, collaboration, and client-facing support, you help advisors improve their efficiency while delivering significant outcomes for clients.
The Expertise and Skills You Bring- Sales experience with validated knowledge of planning interactions
- 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
- Fidelity product knowledge/experience preferred
- FINRA Series 7, 63/66 required and insurance licenses must be acquired within 6 months of hire
- Bachelor’s degree in business or finance preferred
- CFP certification preferred
- At least 25% travel in the field will be required
- Planning skills and in-depth knowledge of financial product offerings
- An unparalleled desire to mentor and impact others’ results
- Public speaking skills and confidence in front of an audience of any size
The Regional Planning Consultant plays a vital role in supporting professionals within Fidelity Wealth by reinforcing the principles of mentorship and personalized planning. You will affect associate development through focused coaching support in the key foundational areas including communication skills, planning concepts, practice management techniques and planning tools.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Skills Required
- Sales experience with validated knowledge of planning interactions
- Expert-level experience and understanding of financial and investment planning processes
- Knowledge of retirement planning, education funding, estate planning, and insurance planning
- FINRA Series 7, 63, and 66 licenses
- Obtain required insurance licenses within six months of hire
- At least 25% travel in the field
- Planning skills and in-depth knowledge of financial product offerings
- Desire to mentor and impact others' results
- Public speaking skills and confidence presenting to audiences of any size
- Fidelity product knowledge or experience
- Bachelor's degree in business or finance
- Certified Financial Planner certification
Fidelity Investments Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fidelity Investments and has not been reviewed or approved by Fidelity Investments.
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Strong & Reliable Incentives — Bonuses, commissions, and profit-sharing are presented as generous and meaningful components of total compensation, with certain roles achieving high total earnings through multiple pay streams. Variable pay is consistently framed as a positive contributor beyond base salary.
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Retirement Support — A 401(k) match up to 7% alongside additional profit-sharing up to 10% materially enhances long-term compensation. These retirement features are highlighted as standout strengths of the overall package.
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Parental & Family Support — Generous paid parental leave (16 weeks maternity, 12 weeks parental), backup dependent care, and adoption assistance provide robust family support. Hybrid work and caregiving resources further ease family responsibilities.
Fidelity Investments Insights
What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.
