Planning Consultant - Greenwich, CT
Fidelity Investments•Greenwich, CT
308d•Hybrid
This job is no longer available
There are still lots of open positions. Let's find the one that's right for you.
About The Position
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. Through your integrity and adoption of Fidelity's client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.
