Fidelity Investments is seeking an Executive Planning Consultant I to provide financial planning and guidance to Workplace Investing executive clients within Fidelity’s Personal Investing unit. You will leverage your planning expertise and relationship management skills to deliver tailored wealth planning solutions.
As an EPC I, you will build and deepen relationships with executives, support with routine planning needs (college funding, retirement planning), collaborate with senior planners,
#J-18808-LjbffrExecutive Wealth Planner I in phoenix at Unknown Company
This position is listed as full time and onsite.