Unknown Company

Financial Planning Consultant: Build Lifelong Client Relationships

providence, rhode island • Posted 2 weeks ago
Onsite Full Time General

Fidelity Investments in Providence, RI seeks a Planning Consultant to deliver world-class planning experiences, deepen client relationships, and develop engagement strategies tailored to each client's needs. You will work with Fidelity’s guidance tools and coordinate with Financial Consultants to maximize client outcomes.

We value CFP certification and FINRA licenses, and you will contribute to a collaborative team in an onsite environment while nurturing durable client relationships and

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Financial Planning Consultant: Build Lifelong Client Relationships in providence at Unknown Company

This position is listed as full time and onsite.

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