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Planning Consultant: Financial Planning & Client Engagement
Job in
West Hartford, Hartford County, Connecticut, 06107, USA
Listed on 2026-08-28
Listing for:
Fidelity Investments Inc.
Full Time
position Listed on 2026-08-28
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Fidelity Investments Inc. seeks a Planning Consultant to deliver world-class planning experiences, strengthen client relationships, and develop engagement strategies through asset consolidation and plan implementation.
You will conduct joint client appointments, educate clients on Fidelity offerings, and mentor associates while leveraging tools like Salesforce to build lasting relationships and opportunities.
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