Fidelity Investments is seeking an Executive Planning Consultant I to provide tailored financial planning to Workplace Investing executives. You will cultivate relationships with senior leaders, deliver retirement and investment strategies, and integrate executive benefits into comprehensive plans.
You will work with a collaborative team and may refer higher-asset cases to senior colleagues, while traveling up to 25% as needed to meet clients and conduct seminars.
#J-18808-LjbffrExecutive Wealth Planning Consultant I in northern at Unknown Company
This position is listed as full time and onsite.