Monetary Strategy and Planning Consultant
Cfa Institute•Fort Lauderdale, FL
449d
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About The Position
The Financial Consultant role at Fidelity involves engaging with customers face-to-face to provide personalized financial planning and guidance. The position focuses on nurturing relationships with an existing client base while leveraging Fidelity's resources and product offerings to deliver comprehensive investment solutions. This role is designed for individuals who prefer to deepen client relationships rather than spend time sourcing new clients, and it emphasizes professional growth and support.
