Wealth Planning Consultant: Build Lifelong Client Relationships
Fidelity Investments
Fidelity Investments in Henderson, NV 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 an organized client contact plan, mentor associates, and collaborate with Financial Consultants using Salesforce and Fidelity tools to enhance the client experience. #J-18808-Ljbffr Fidelity Investments
Vacancy posted 1 day ago
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