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Job description
Fidelity Investments in West Hartford, CT is seeking a Planning Consultant to deliver personalized financial planning and guidance to clients. You will conduct joint client appointments, identify opportunities through asset consolidation, referrals, and plan implementation, and maintain an organized client contact strategy.
You will collaborate with Financial Consultants/Wealth Planners, mentor associates, and use Fidelity tools like Salesforce and Glance to enhance the client experience while
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.