Fidelity Investments is seeking a Planning Consultant to deliver personalized financial planning, strengthen client relationships through asset consolidation and plan implementation, and manage an organized client contact strategy using Salesforce.
You will work with a Financial Consultant or Wealth Planner, mentor associates, and help clients pursue long-term financial success in a phased onsite model. FINRA licenses, CFP encouraged, and outbound outreach are part of the role.
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This position is listed as full time and onsite.