About this opportunity
Soteria Reinsurance Ltd. lists this Financial Planning Consultant — Forge Lasting Client Relationships opportunity in the woodlands, Texas. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Fidelity Investments in The Woodlands, TX is seeking a Planning Consultant who delivers personalized financial consultations and guides clients through asset consolidation, referrals, and plan implementation. You will create and maintain an organized client contact strategy and work with the Financial Consultant or Wealth Planner to support planning initiatives onsite.
In this role you will mentor teammates, use tools like Salesforce and Glance to enhance the client experience, and help build
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.