Executive Wealth Planner I
Fidelity Investments Inc.
Fidelity Investments Inc. is seeking an Executive Planning Consultant I (EPC I) to provide tailored wealth planning for Workplace Investing executive clients within Fidelity’s Personal Investing unit. You’ll build executive relationships, deliver comprehensive planning, and guide asset strategy for clients with typically $3M or less in assets. The role emphasizes collaboration with senior planners, licensing requirements, and the ability to travel up to 25% to support client needs. #J-18808-Ljbffr Fidelity Investments Inc.
Vacancy posted 3 days ago
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