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Planning Consultant: Strategy & Client Relationships
Job in
Perrysburg, Wood County, Ohio, 43552, USA
Listed on 2026-08-28
Listing for:
Fidelity Investments
Full Time
position Listed on 2026-08-28
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Fidelity Investments in Ohio is seeking a Planning Consultant to deliver personalized financial planning and strengthen client relationships through asset consolidation, referrals, and plan implementation. You will develop engagement strategies and use tools like Salesforce to manage client interactions.
Join a team that values integrity, client commitment, and collaboration, with opportunities to mentor associates and partner with Financial Consultants to expand planning capabilities for
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