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Job description
Fidelity Investments is seeking a Planning Consultant to deliver personalized financial planning, strengthening client relationships through asset consolidation, referrals, and plan implementation. You will develop client engagement strategies and mentor colleagues while using Salesforce and Glance to enhance planning experiences.
The role collaborates with the Financial Consultant or Wealth Planner, aligning with Fidelity's commitment to client service and lifelong relationships.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.