Fidelity Investments in Franklin, TN is seeking a Planning Consultant to deliver personalized financial consultations, strengthen client relationships, and coordinate with Financial Consultants on plan implementations, using Salesforce and Glance.
The role requires FINRA Series 7 & 66 or ability to acquire, CFP encouraged, at least 2 years in financial services, and a client-centered, outbound approach to educate clients and uncover opportunities.
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This position is listed as full time and onsite.