About this opportunity
Soteria Reinsurance Ltd. lists this Senior Executive Financial Planner & Advisor opportunity in town of florida, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Fidelity Investments in New York seeks an Executive Planning Consultant to advise senior executives on financial planning, retirement income strategies, and asset management as part of Workplace Investing.
Collaborate with managing directors and relationship teams to drive client engagement, grow assets, and deliver exceptional service across high-net-worth executives and corporate clients.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.