Executive Planning Consultant : Executive Wealth Strategy
Listed on 2026-10-30
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
Fidelity Investments Inc. seeks an Executive Planning Consultant I (EPC I) to provide financial planning and guidance to Workplace Investing executive clients.
You will build and deepen relationships with executives, focusing on less complex planning needs such as college funding and retirement planning. You will collaborate with a team of Managing Directors, Benefits Planning Consultants, and Benefits Relationship Managers, travel up to 25% as needed, and leverage Fidelity’s planning technology
The following opening is for a Executive Planning Consultant I:
Executive Wealth Strategy with Fidelity Investments Inc.
We would love to welcome a new Executive Planning Consultant I:
Executive Wealth Strategy to our group in Phoenix, AZ, United States.
For the Executive Planning Consultant I:
Executive Wealth Strategy position at Fidelity Investments Inc., we are reviewing applications now.
Step into the Executive Planning Consultant I:
Executive Wealth Strategy role at Fidelity Investments Inc. in Phoenix, AZ, United States and grow with us.
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