Strategic Financial Planning Consultant
Soteria Reinsurance Ltd.
Fidelity Investments seeks a Planning Consultant to deliver personalized financial planning consultations and strengthen client relationships through asset consolidation and plan implementation. You will create and maintain an organized client contact strategy, engage business partners, and use tools like Salesforce while mentoring colleagues. The role emphasizes joint client appointments, education, and delivering fiduciary guidance to help clients achieve long‑term financial success. #J-18808-Ljbffr Soteria Reinsurance Ltd.
Vacancy posted 3 days ago
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