Vice President, Regional Planning Consultant - The Woodlands, TX

Overview

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. As a Regional Planning Consultant you will support investor center associates by reinforcing the principles of consultative selling. You will impact associate development through focused coaching support in communication skills, product knowledge, and practice management techniques.

• Sales experience in the financial services industry
• Series 7 & 63 license required; study time allowed to obtain Series 66 & Insurance licenses within 6 months of hire
• CFP certification preferred

• Planning skills and in-depth knowledge of financial product offerings
• Confidence in front of any audience and strong public speaking skills
• Unparalleled desire to coach and impact others’ results
• Approachable leader capable of influencing others effortlessly

• Provide subject‑matter expertise on a wide range of financial planning and investment solutions, including advisory services, wealth advisory, insurance, and retirement products
• Coordinate with branch management to develop collaborative training plans that improve associates’ performance
• Encourage growth of branch associates and prepare them to become skilled sales consultants by embracing consultative selling practices
• Lead by example with organized preparation and effective follow‑up skills
• Partner with branch consultants during client appointments to support the introduction and implementation of appropriate product solutions

Note:

Fidelity is not providing immigration sponsorship for this position.

Your work supports Personal Investments by delivering financial service expertise through inclusive mentorship and development activities.

Fidelity is transitioning to a full‑time onsite working model through a phased rollout across regions and roles. Some roles and locations currently require 100% onsite presence, while others require less; onsite expectations may evolve. This transition does not apply to fully remote roles.

• Certified Financial Planner ® / CFP-® (Issuing Authority)
• Series 07 – FINRA
• Series 63 – FINRA
• Series 65 – FINRA
• Series 66 – FINRA

Sales Support

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. These laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain criminal histories.