Planning Consultant - Cincinnati, OH
Fidelity(1 day ago)
About this role
The Planning Consultant at Fidelity provides expert financial planning services, builds strong client relationships, and uncovers financial opportunities through personalized consultations, all within a structured support environment. The role focuses on delivering tailored financial guidance to meet client needs and support business growth.
Required Skills
- Financial Planning
- Relationship Building
- Client Consultation
- Financial Advisory
- Salesforce
Qualifications
- Series 07 - FINRA
- Series 66 - FINRA
About Fidelity
fidelity.comFidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.
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