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Financial Planning Consultant — Build Lifelong Client Relationships
Job in
Grand Blanc, Genesee County, Michigan, 48480, USA
Listed on 2026-07-24
Listing for:
Soteria Reinsurance Ltd.
Full Time
position Listed on 2026-07-24
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Fidelity is seeking a Planning Consultant in Grand Blanc, MI to conduct joint client appointments and deliver personalized financial planning. You will craft and maintain a structured client contact strategy, using Salesforce and Glance to enhance the planning experience and deepen client relationships.
You will mentor associates, collaborate with Wealth planners, and strive to provide a seamless on-site client experience as Fidelity shifts to a full-time onsite model across regions.
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