Planning Consultant- Wayne, NJ
Fidelity(20 days ago)
About this role
A Planning Consultant at Fidelity works collaboratively with financial professionals to provide clients with financial planning and guidance, aiming to deepen relationships and uncover additional planning opportunities. The role involves client interaction, education, and relationship building to support clients' financial success.
Required Skills
- Financial Planning
- Client Relationship
- Salesforce
- Financial Advice
- Asset Management
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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