Fidelity Investments is seeking a Regional Planning Consultant to mentor Fidelity Wealth associates and advance their careers through hands-on coaching and development support. You will detail coaching interactions in Salesforce Coaching App 2.0, enable progress tracking, and reinforce the Fidelity Relationship Model and Standards of Care.
You will conduct joint client appointments, deliver financial planning strategies, and partner with advisors to implement solutions.
#J-18808-LjbffrRegional Financial Planning Mentor in roanoke at Unknown Company
This position is listed as full time and onsite.