Fidelity Investments in Providence, RI is seeking a Planning Consultant to deliver world-class financial planning experiences and deepen client relationships through asset consolidation, referrals, and plan implementations.
You will support the client engagement strategy alongside Financial Consultants, using tools like Glance and Salesforce to maximize efficiency. This onsite role emphasizes building lasting client relationships and partnerships with teammates.
#J-18808-LjbffrFinancial Planning Consultant – Build Lasting Client Relationships in providence at Unknown Company
This position is listed as full time and onsite.