Fidelity Investments in Ohio is seeking a Planning Consultant to deliver personalized financial planning and strengthen client relationships through asset consolidation, referrals, and plan implementation. You will develop engagement strategies and use tools like Salesforce to manage client interactions.
Join a team that values integrity, client commitment, and collaboration, with opportunities to mentor associates and partner with Financial Consultants to expand planning capabilities for
#J-18808-LjbffrPlanning Consultant: Strategy & Client Relationships in perrysburg at Unknown Company
This position is listed as full time and onsite.