Fidelity is seeking a Planning Consultant in Grand Blanc, MI to conduct joint client appointments and deliver personalized financial planning. You will craft and maintain a structured client contact strategy, using Salesforce and Glance to enhance the planning experience and deepen client relationships.
You will mentor associates, collaborate with Wealth planners, and strive to provide a seamless on-site client experience as Fidelity shifts to a full-time onsite model across regions.
#J-18808-LjbffrFinancial Planning Consultant — Build Lifelong Client Relationships in grand blanc at Unknown Company
This position is listed as full time and onsite.