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Strategic Financial Planning Consultant
Job in
Franklin, Williamson County, Tennessee, 37068, USA
Listed on 2026-09-02
Listing for:
Fidelity Investments Inc.
Full Time
position Listed on 2026-09-02
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Fidelity Investments Inc. is seeking a Planning Consultant to deliver personalized financial consultations and strengthen client relationships through asset consolidation, referrals, and plan implementation.
You will develop engagement strategies, maintain a client contact plan, and mentor colleagues while using Salesforce and Fidelity tools to enhance the client experience. The role emphasizes education, collaborative planning, and aligning with Fidelity’s client commitment standards.
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