Job Description:
The Regional Coaching Consultant plays a vital role in providing Leadership Skills, Predictive Practice and Sustainment to our Regional Planning Consultants and Fidelity Wealth and Brokerage Leadership.
The Expertise We re Looking For
- Ten years of sales experience in the financial service industry
- Experience with advanced planning and book of business practice management
- Series 7, 63 required
- CFP certification preferred
- ICF coaching credential preferred
The Purpose of Your Role
The Regional Coaching Consultant works strategically with key leaders and business partners to deliver and sustain leadership development and coaching skills for all members of our Distribution Leadership staff.
The goal of the RCC team is to prepare our Wealth and Brokerage Leadership staff to coach and develop our associates to tailor Fidelity s solutions to meet their customers unique needs today and in the future.
The Skills You Bring
- Candidate must have a proven track record of developing, coaching and sustaining leader or associate skills
- Superior communication and presentation skills with respect to small team meetings and/or large scale seminars & workshops
- Relevant knowledge of Fidelity culture and customer base, our products, tools, services and distribution model
- Ability to drive national initiatives and coordinate effectively with peers in regional centers and investor center regions
- Advanced financial planning expertise and experience
The Value You Deliver
- Coaching New Leaders through their first year of development by providing basic skills, predictive practice and sustainment focused on the Leadership 5 Skills
- Coaching tenured and senior Leaders through skill refinement around the Leadership 5 Skills
- Providing skill assessments, personal 1:1 sessions, and regional development opportunities, in-person or virtually.
- Facilitating the New Leader Experience and other Experiences as they are created.
- Sharing financial planning expertise to appropriately position Fidelity's retail guidance tools, products, and planning strategies
Certifications:Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA
Company Overview
Fidelity Investments is a privately held company with a mission 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.
Join Us
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. Honored with a Glassdoor Employees Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity we offer a range of opportunities for learning so you can build the career you ve always imagined.
Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at .
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 Accommodation Team by sending an email to .