Regional Planning Consultant HoustonBaybrook TX Area
Regional Planning Consultant HoustonBaybrook TX Area-Fidelity Investments
Job Description:
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 and our Regional Planning Consultants play a vital role in supporting investor center associates by reinforcing the principles of consultative selling. You will impact associate development through focused coaching support in the key foundational areas, including communication skills, our product offering and practice management techniques.
The Expertise Were Looking For
We ask that you have sales experience in the financial service industry
We require a Series 7 & 63 and will allow study time to obtain the Series 66 & Insurance licenses within 6 months of hire
CFP certification preferred
The Purpose of Your Role
Our vision for the Regional Planning Consultant is to develop sales associates through collaboration and mentoring, to ensure they possess the skills needed to provide a premier experience to our clients and grow their books.
The Skills You Bring
Your planning skills and in-depth knowledge of financial product offerings
You are confident in front of an audience of any size and have impressionable public speaking skills
Your unparalleled desire to coach and impact others results&Estimated Salary: $20 to $28 per hour based on qualifications.
Job Description:
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 and our Regional Planning Consultants play a vital role in supporting investor center associates by reinforcing the principles of consultative selling. You will impact associate development through focused coaching support in the key foundational areas, including communication skills, our product offering and practice management techniques.
The Expertise Were Looking For
We ask that you have sales experience in the financial service industry
We require a Series 7 & 63 and will allow study time to obtain the Series 66 & Insurance licenses within 6 months of hire
CFP certification preferred
The Purpose of Your Role
Our vision for the Regional Planning Consultant is to develop sales associates through collaboration and mentoring, to ensure they possess the skills needed to provide a premier experience to our clients and grow their books.
The Skills You Bring
Your planning skills and in-depth knowledge of financial product offerings
You are confident in front of an audience of any size and have impressionable public speaking skills
Your unparalleled desire to coach and impact others results&Estimated Salary: $20 to $28 per hour based on qualifications.
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