Fidelity in Ft. Lauderdale, FL is seeking a Planning Consultant to deliver personalized financial planning and client education. You will conduct joint client appointments, profile client needs, and recommend Fidelity solutions to support long-term financial success.
You will use Salesforce and Fidelity tools to organize client contacts, mentor teammates, and promote a collaborative planning approach as Fidelity transitions to more onsite work.
#J-18808-LjbffrFinancial Planning Consultant: Grow Client Relationships in fort lauderdale at Unknown Company
This position is listed as full time and onsite.