Regional Coaching Consultant - West Region Regional Coaching Consultant - West Region …

Fidelity Investments
in Salt Lake City, UT, United States
Permanent, Full time
Be the first to apply
Fidelity Investments
in Salt Lake City, UT, United States
Permanent, Full time
Be the first to apply
Regional Coaching Consultant - West Region
Job Description:

The Regional Coaching Consultant plays a vital role in providing Leadership Skills, Predictive Practice and Sustainment to our Regional Planning Consultants and Branch Operations Management Staff.

We are adding Regional Coaching Consultants to our Coaching & Development group. These new team members may office from on of the West or Midwest regional centers or from one of the field branch locations in the West

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, 66 required
  • Insurance licenses required within 6 months of start
  • CFP certification 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 Regional Centers and Branch Distribution Leadership staff.

The goal of the RCC team is to prepare our Regional Centers and Branch 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
  • Advanced financial planning expertise and experience
  • Candidate must have a proven track record of developing, coaching and sustaining associate skills
  • Superior 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 branch regions

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 and developing Regional Planning Consultants
  • Coaching tenured and Senior Branch 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. Note: The New Branch Leader Experience meets in-person two days a month for five months to teach a core curriculum of necessary leadership skills.
  • Sharing financial planning expertise to appropriately position Fidelity's retail guidance tools, products, and planning strategies

Series 07 - FINRA, Series 63 - FINRA

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit

Fidelity Investments is an equal opportunity employer.
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