The Executive Planning Consultant (EPC) at Fidelity Investments Inc. serves as a trusted financial advisor to senior executives, delivering personalized planning, retirement income strategies, and asset management tailored to each client’s goals.
Working with a team of managing directors and relationship managers, the EPC drives engagement, growth, and client satisfaction, while presenting offerings, seeking referrals, and expanding relationships across Workplace Investing and Personal Investing
#J-18808-LjbffrC-Suite Financial Planning Strategist in merrimack at Unknown Company
This position is listed as full time and onsite.