Fidelity Investments is seeking a Planning Consultant to deliver personalized financial planning and asset consolidation strategies. You will build lifetime client relationships through thoughtful engagement, education, and collaboration with the Wealth planning team.
You will use Salesforce and Glance to coordinate outreach, support planning conversations, and mentor peers while aligning with Fidelity's client-first standards.
#J-18808-LjbffrStrategic Financial Planning Consultant in cincinnati at Unknown Company
This position is listed as full time and onsite.