Regional Planning Consultant - Connecticut Job Listing at Fidelity Investments in Fairfield, CT

Finance, Other

Description

Fidelity Investments is committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, includingone-on-one investment guidance, wealth management, retirement planning, income strategies, and college planning services, as well as integrated employee benefits solutions

We have 170+ Fidelity Investor Centers across the United States and continue to open several new branches each year. Branch representatives offer guidance and personalized investment solutions to our customers in a face-to-face setting, and help extend the reach of Fidelity's brand. It is our priority to deliver customized and effectiveservice, and successfully anticipate clients emerging needs . At Fidelity, youll have the support of a well-rounded team of professionals, with full access to some of the best resources and tools in the industry. While you build relationships here, youll also be building your career.

Position Description:

The Regional Planning Consultant (RPC) is the vital link between Fidelity Personal Investments product group and Fidelity's distribution organization and its customers. The role is to increase the usage and delivery of Fidelity's guidance offering including the Portfolio Review and Retirement Income Planner tools while insuring appropriate client development strategies are implemented.

Primary Responsibilities:

• Specifically the role of the RPC is to increase the sale of new mutual fund, trust, and investment management business (PAS and FAA), andinsurancewithin an assigned territory.
• Provide a high level of knowledgeable assistance to customers and Investor Center financial representatives on topics relating to retirement income planning, investment strategy, and product selection.
• This role involves personal contact with customers on topics that take a high degree of specialized knowledge.
• The role involves wholesaling activities with branch financial representatives on planning and product topics to insure that they possess the knowledge necessary to assist customers in making informed financial decisions.

Qualifications Education and Experience:

• Bachelors Degree with a minimum of 8 years industry experience required (CFP, JD, MBA, CLU preferred)
• NASD Series 7, 63, and 65 or 66 Securities Licenses are required, and state insurance licenses.
• Financial sales background is required with product wholesaling and territory management experience preferred
  

Skills and Knowledge:

• Demonstrated knowledge of brokerage, insurance, money management, estate planning, financial planning and or retirement planning are required
• Public speaking experience in the format of client seminars on topics relating to estate and retirement planning is required
• Continuing education is required through completion / participation in advanced degrees, certificate programs, institutes or seminars

About Fidelity Investments
Fidelity Investments is one of the world's largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit www.fidelity.com .

Fidelity Investments is an equal opportunity employer.