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Financial Planning Consultant - Client Strategy
Job in
Southlake, Tarrant County, Texas, 76092, USA
Listed on 2026-08-01
Listing for:
Fidelity Investments Inc.
Full Time
position Listed on 2026-08-01
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Fidelity Investments Inc. is seeking a Planning Consultant to deliver personalized financial planning and relationship-building with clients.
You will conduct joint appointments, develop engagement strategies, and strengthen client relationships through asset consolidation and plan implementation. You will mentor teammates, collaborate with Wealth Planner or Financial Consultant, and employ Fidelity tools to enhance the client journey and outcomes.
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