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Strategic Financial Planning Consultant
Job in
Chesterfield, St. Louis city, Missouri, 63005, USA
Listed on 2026-08-01
Listing for:
Fidelity Investments
Full Time
position Listed on 2026-08-01
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Fidelity Investments in Missouri is seeking a Planning Consultant to deliver personalized financial planning and client engagement, guiding clients through asset consolidation, referrals, and plan implementation.
You will develop an engagement strategy, conduct joint client appointments, and use tools like Salesforce to maintain organized client contact strategies while mentoring colleagues and strengthening relationships with Fidelity's clients.
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