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 is seeking a Planning Consultant to deliver personalized financial planning and build lifetime client relationships. You will conduct joint appointments, educate clients on Fidelity’s offerings, and create an organized contact strategy using Salesforce.
With required licenses or ability to obtain them, you will collaborate with Wealth Planners to identify suitable solutions and expand opportunities while mentoring teammates and supporting firm-wide initiatives.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.