Fidelity Investments is seeking a Planning Consultant to deliver personalized financial planning and build lifetime client relationships. You will conduct joint appointments, educate clients on Fidelity’s offerings, and create an organized contact strategy using Salesforce.
With required licenses or ability to obtain them, you will collaborate with Wealth Planners to identify suitable solutions and expand opportunities while mentoring teammates and supporting firm-wide initiatives.
#J-18808-LjbffrStrategic Financial Planning Consultant in northern at Unknown Company
This position is listed as full time and onsite.