Planning Consultant - Raleigh, NC
Fidelity
US$74,862 - $74,862 est.Full-timePosted 2 days ago
Job Description: Through your integrity and adherence to Fidelity’s client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity. As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. The Expe…
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