Vice President, Regional Planning Consultant

skillventory - A Leading Talent Research Firm

Regional Planning Consultant at Fidelity mentoring and developing sales associates. Delivering financial expertise and consultative selling techniques in a collaborative environment.

Posted 6/23/2026full-timeThe Woodlands • Texas • 🇺🇸 United StatesLeadWebsite

About the role

Key responsibilities & impact

Develop sales associates through collaboration and mentoring
Provide subject matter expertise on financial planning and investment solutions
Support branch associates in improving skills and abilities

Requirements

What you’ll need

Sales experience in the financial service industry
Series 7 & 63 licenses
CFP certification preferred

Benefits

Comp & perks

401(k) matching
Flexible work arrangements
Professional development

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

collaborationmentoringsubject matter expertisesupportimproving skillsabilities

Certifications

Series 7 licenseSeries 63 licenseCFP certification