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Financial Planning Consultant: Client Growth & Strategy
Job in
Reno, Washoe County, Nevada, 89550, USA
Listed on 2026-08-24
Listing for:
Soteria Reinsurance Ltd.
Full Time
position Listed on 2026-08-24
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Fidelity Investments is seeking a Planning Consultant to deliver personalized financial planning, strengthening client relationships through asset consolidation, referrals, and plan implementation. You will develop client engagement strategies and mentor colleagues while using Salesforce and Glance to enhance planning experiences.
The role collaborates with the Financial Consultant or Wealth Planner, aligning with Fidelity's commitment to client service and lifelong relationships.
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