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Wealth Planning Consultant: Build Lifelong Client Relationships
Job in
Henderson, Clark County, Nevada, 89077, USA
Listed on 2026-08-22
Listing for:
Fidelity Investments
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Fidelity Investments in Henderson, NV 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 an organized client contact plan, mentor associates, and collaborate with Financial Consultants using Salesforce and Fidelity tools to enhance the client experience.
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