Client-Centric Financial Planning Consultant
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant
Fidelity Investments seeks a Planning Consultant to deliver personalized financial planning and strengthen client relationships. You will conduct joint client appointments with the Financial Consultant, develop tailored engagement strategies, and use tools like Salesforce and Glance to enhance client experiences.
The role emphasizes building lifetime relationships, mentoring associates, and aligning with Fidelity's client commitment standards.
The Client-Centric Financial Planning Consultant position in the Sales, Consulting field is open for applications.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Nashua, NH, United States.
This opportunity is part of our work in Sales, Consulting.
The advertised compensation is 100..
We aim to respond to suitable candidates as soon as possible.
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