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Remote VP, Executive Planning for Wealth & Benefits

Jobleads-US

Central, LA
  • Remote job

Fidelity Investments Inc. seeks an Executive Planning Consultant for Central South to serve as a trusted financial advisor to senior executives within Workplace benefit plan clients.

You’ll manage executive relationships, provide personalized planning, and drive growth through referrals and client reviews. The role requires leadership, strategic thinking, and the ability to present complex strategies to C-suite clients while expanding assets under management.

#J-18808-Ljbffr Jobleads-US
Vacancy posted 4 days ago
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