Fidelity Investments Inc. is seeking a Planning Consultant to deliver personalized financial planning and client engagement. You will consolidate assets, refer opportunities, and implement plans while strengthening client relationships to foster lifetime Fidelity partnerships.
Responsibilities include joint client appointments, strategy development, and mentoring colleagues. Proficiency with Salesforce and excellent communication will help drive Fidelity's planning excellence and growth.
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This position is listed as full time and onsite.