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Job description
Fidelity Investments in Providence, RI seeks a Planning Consultant to deliver world-class planning experiences, deepen client relationships, and develop engagement strategies tailored to each client's needs. You will work with Fidelity’s guidance tools and coordinate with Financial Consultants to maximize client outcomes.
We value CFP certification and FINRA licenses, and you will contribute to a collaborative team in an onsite environment while nurturing durable client relationships and
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Worksite address
providence, RI, 02912, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.