Fidelity Investments in Cincinnati, OH seeks a Planning Consultant to deliver personalized financial planning, conduct joint client appointments and strengthen relationships through asset consolidation and plan implementation.
You will engage clients using Salesforce, profile planning needs, and partner with Financial Consultants to develop comprehensive financial strategies tailored to families’ long-term goals.
#J-18808-LjbffrStrategic Financial Planning Consultant in cincinnati at Unknown Company
This position is listed as full time and onsite.