Fidelity Investments is seeking a Planning Consultant to deliver personalized financial planning and strengthen client relationships through asset consolidation, referrals, and plan implementation.
You will conduct joint client appointments, educate clients on Fidelity offerings, and maintain an organized client contact strategy using Salesforce and Fidelity tools. The role emphasizes mentoring teammates and growing lifetime client relationships while navigating an onsite work model.
#J-18808-LjbffrStrategic Financial Planner & Client Relationships in orange at Unknown Company
This position is listed as full time and onsite.