About this opportunity
Soteria Reinsurance Ltd. lists this Strategic Financial Planning Consultant opportunity in northern, Kentucky. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Fidelity Investments seeks a Planning Consultant to deliver personalized financial planning consultations and strengthen client relationships through asset consolidation and plan implementation. You will create and maintain an organized client contact strategy, engage business partners, and use tools like Salesforce while mentoring colleagues.
The role emphasizes joint client appointments, education, and delivering fiduciary guidance to help clients achieve long‑term financial success.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.