Strategic Financial Planning Consultant
Fidelity Investments Inc.
Fidelity Investments is seeking a Planning Consultant to deliver personalized financial planning and guidance to clients in a collaborative team. You will conduct joint client appointments, educate clients, and help implement comprehensive plans using Fidelity tools. You will work with the Financial Consultant or Wealth Planner to expand planning capabilities, mentor associates, and nurture lifetime client relationships through proactive outreach. #J-18808-Ljbffr Fidelity Investments Inc.
Vacancy posted 2 days ago
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