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Job description
Fidelity Investments Inc. in Houston is seeking a Planning Consultant to deliver personalized financial consultations, consolidate assets, and strengthen client relationships through strategic planning and referrals.
You will collaborate with the Financial Consultant or Wealth Planner, use tools such as Salesforce to manage client outreach, mentor associates, and help develop lifetime relationships with Fidelity within Fidelity’s onsite working model.
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Worksite address
houston, TX, 77246, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.