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Strategic Financial Planning Consultant
Job in
West Hartford, Hartford County, Connecticut, 06107, USA
Listed on 2026-08-27
Listing for:
Soteria Reinsurance Ltd.
Full Time
position Listed on 2026-08-27
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Fidelity Investments seeks a Planning Consultant to deliver personalized financial planning consultations and strengthen client relationships through asset consolidation and plan implementation. You will create and maintain an organized client contact strategy, engage business partners, and use tools like Salesforce while mentoring colleagues.
The role emphasizes joint client appointments, education, and delivering fiduciary guidance to help clients achieve long‑term financial success.
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