Fidelity Investments Inc. is seeking a Planning Consultant to deliver personalized financial consultations and strengthen client relationships through asset consolidation, referrals, and plan implementation.
You will develop engagement strategies, maintain a client contact plan, and mentor colleagues while using Salesforce and Fidelity tools to enhance the client experience. The role emphasizes education, collaborative planning, and aligning with Fidelity’s client commitment standards.
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This position is listed as full time and onsite.