About this opportunity
Soteria Reinsurance Ltd. lists this Financial Planning Consultant — Build Lifelong Client Relationships opportunity in grand blanc, Michigan. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Fidelity is seeking a Planning Consultant in Grand Blanc, MI to conduct joint client appointments and deliver personalized financial planning. You will craft and maintain a structured client contact strategy, using Salesforce and Glance to enhance the planning experience and deepen client relationships.
You will mentor associates, collaborate with Wealth planners, and strive to provide a seamless on-site client experience as Fidelity shifts to a full-time onsite model across regions.
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Worksite address
grand blanc, MI, 48480, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.