Strategic Financial Planning Consultant
Fidelity Investments
Fidelity Investments in the United States is seeking a Planning Consultant to deliver personalized financial planning, consolidate assets, and strengthen client relationships through proactive engagement. You will conduct joint client appointments, use Salesforce, and collaborate with Financial Consultants to craft tailored plans while mentoring colleagues. Fidelity is moving toward an onsite model with phased rollout; some roles require onsite presence. #J-18808-Ljbffr Fidelity Investments
Vacancy posted 20 hours ago
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