Full-Time

Regional Planning Consultant

Confirmed live in the last 24 hours

Fidelity Investments

Fidelity Investments

10,001+ employees

Investment management and financial services provider

Fintech
Financial Services

Compensation Overview

$103k - $174kAnnually

+ Bonus + Variable Compensation

Mid

Company Historically Provides H1B Sponsorship

Dublin, CA, USA

Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Sales

You match the following Fidelity Investments's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Sales experience in the financial service industry
  • Series 7 & 63 licenses (with the ability to obtain Series 66 & Insurance licenses within 6 months of hire)
  • CFP certification preferred
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 to provide collaborative training to associates
  • Encouraging the growth of branch associates and preparing them to become proficient sales consultants
  • 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
Desired Qualifications
  • CFP certification preferred

Fidelity Investments provides financial services and tools to help individuals manage their investments and stay updated on market trends. Their offerings include mobile apps and market monitoring tools that deliver real-time market quotes, news, and trading capabilities. Unique features like Watch List Visualization for iPad and Open Limit Order Visualization enhance user experience by providing insights into stock performance and order status. The company's goal is to empower users with the information and tools necessary for informed investment decisions.

Company Stage

Debt Financing

Total Funding

$120.3B

Headquarters

Boston, Massachusetts

Founded

1946

Simplify Jobs

Simplify's Take

What believers are saying

  • Growing interest in wearables boosts potential for Fidelity's mobile market tools.
  • AI and data-driven trends enhance Fidelity's data analytics capabilities.
  • Strategic talent acquisition strengthens Fidelity's innovation and product development.

What critics are saying

  • Loss of key personnel to competitors like Aviva Investors.
  • Increased competition in wealth management from firms like Vanguard.
  • Volatile cryptocurrency market may impact Fidelity's investment offerings.

What makes Fidelity Investments unique

  • Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.
  • Fidelity's mobile apps provide comprehensive market monitoring and trading tools.
  • Fidelity's Open Limit Order Visualization offers unique insights into order execution.

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Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement