Fidelity Investments seeks a Planning Consultant in Greenville to deliver personalized financial planning, consolidate assets, and strengthen client relationships through thoughtful engagement and plan implementation.
You will conduct joint client appointments, educate clients on Fidelity offerings, and collaborate with Wealth Planners using tools like Salesforce, building lasting relationships with clients.
#J-18808-LjbffrWealth Planning Consultant — Client-Focused Guidance in greenville at Unknown Company
This position is listed as full time and onsite.