Fidelity is seeking a Planning Consultant in Villanova, PA to provide personalized financial planning and client relationship management. You will conduct financial planning sessions, identify opportunities, and collaborate with Wealth Planners to deliver comprehensive strategies.
The role uses Salesforce and emphasizes mentoring teammates in a collaborative, onsite environment. The candidate should hold FINRA Series 7 & 66 or be able to obtain them, have 2+ years in financial services, and
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