Fidelity Investments · 22 hours ago
Vice President, Regional Planning Consultant - Houston, TX
Houston, TX
Full-time
Hybrid
Senior LevelFidelity Investments is seeking a Vice President, Regional Planning Consultant to support investor center associates through mentoring and coaching. This role focuses on developing sales associates' skills in financial planning and consultative selling to enhance client experiences and grow their business.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
Responsibilities
Providing subject matter expertise on a broad range of financial planning and investment solutions, including advisory solutions, wealth advisory services, insurance offerings, and retirement
Coordinating with branch management, you are using supportive development plans to provide collaborative training to associates who are improving their skills and abilities to execute in their roles
You are encouraging the growth of our branch associates and preparing them to become highly proficient and effective sales consultants by embracing consultative selling practices
Leading by example and demonstrating organized preparation and effective follow up skills
Partnering with branch consultants in client appointments to support the introduction and implementation of appropriate product solutions
Qualification
Required
sales experience in the financial service industry
Series 7 & 63 licenses
ability to obtain Series 66 & Insurance licenses within 6 months of hire
Preferred
CFP certification
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
Founded in 1946
10001+ employees
H1B Sponsorship
Fidelity Investments has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (8)
2023 (4)
2022 (6)
2021 (8)
2020 (30)
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
2026-02-04
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2026-02-04
Company data provided by crunchbase