More jobs:
Financial Planning Consultant – Client Relationships & Strategy
Job in
Northern, Floyd County, Kentucky, USA
Listed on 2026-09-09
Listing for:
Soteria Reinsurance Ltd.
Full Time
position Listed on 2026-09-09
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Fidelity Investments in Greenville, SC, seeks a Planning Consultant to provide personalized financial planning and strengthen client relationships through ongoing engagement and education. You will use tools like Salesforce and Glance to deliver structured planning and guidance.
The role emphasizes building lifetime relationships, mentoring peers, and partnering with Financial Consultants to expand client opportunities, while adhering to Fidelity’s client commitment standards.
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×