Fidelity Investments in Greenville, SC, seeks a Planning Consultant to provide personalized financial planning and strengthen client relationships through ongoing engagement and education. You will use tools like Salesforce and Glance to deliver structured planning and guidance.
The role emphasizes building lifetime relationships, mentoring peers, and partnering with Financial Consultants to expand client opportunities, while adhering to Fidelity’s client commitment standards.
#J-18808-LjbffrFinancial Planning Consultant – Client Relationships & Strategy in greenville at Unknown Company
This position is listed as full time and onsite.