Financial Planning Consultant — Build Lifelong Client Relationships
Listed on 2026-11-05
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Finance & Banking
Financial Advisor / Consultant, Wealth Management
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.
For the Financial Planning Consultant — Build Lifelong Client Relationships position at Fidelity Investments Inc., we are reviewing applications now.
Our group is growing, and we are hiring a Financial Planning Consultant — Build Lifelong Client Relationships in Grand Blanc, MI, United States.
This role is for the Financial Planning Consultant — Build Lifelong Client Relationships role at Fidelity Investments Inc.
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