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Job description
Fidelity Investments in the United States seeks an Executive Planning Consultant to serve as a trusted financial advisor to senior executives and C‑suite leaders within Workplace benefit plan clients. You will act as the primary relationship manager for a select group of executives, delivering personalized financial planning, retirement income strategies, investment guidance, and asset management support.
By integrating workplace benefits into comprehensive plans, you will help clients align
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Worksite address
miami, FL, 33222, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.