About this opportunity
Fidelity Investments Inc. lists this Strategic Financial Planner opportunity in portsmouth, New Hampshire. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Fidelity Investments Inc. is seeking a Planning Consultant to deliver personalized financial consultations and strengthen client relationships through asset consolidation, referrals, and plan implementation.
You will use Salesforce and Fidelity tools to manage client engagement and mentor colleagues within a collaborative team. The role emphasizes delivering world-class planning experiences, building lifetime client relationships, and aligning with Fidelity’s client commitment standards.
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Worksite address
portsmouth, NH, 00215, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.