Financial Planning Consultant: Build Lifelong Clients
Fidelity Investments
Fidelity Investments is seeking a Planning Consultant to deliver world-class planning experiences and strengthen client relationships through asset consolidation, referrals, and plan implementation. You will develop an engagement strategy that meets each client’s planning needs. You will conduct joint client appointments, provide personalized financial planning guidance, and build lasting relationships using Fidelity tools like Salesforce, while mentoring colleagues to elevate team performance. #J-18808-Ljbffr Fidelity Investments
Vacancy posted 3 days ago
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