Executive Planning Consultant I: Executive Wealth Strategy
Fidelity Investments
Fidelity Investments Inc. seeks an Executive Planning Consultant I (EPC I) to provide financial planning and guidance to Workplace Investing executive clients. You will build and deepen relationships with executives, focusing on less complex planning needs such as college funding and retirement planning. You will collaborate with a team of Managing Directors, Benefits Planning Consultants, and Benefits Relationship Managers, travel up to 25% as needed, and leverage Fidelity’s planning technology #J-18808-Ljbffr Fidelity Investments
Vacancy posted 4 days ago
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