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VP, Planning & Engagement at Fidelity - ApplyBlast

VP, Planning & Engagement

Fidelity

7 months ago

4.4 on Glassdoor

Westlake, TX

Hybrid

Full Time

Senior

0 applicants

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About this role

The Vice President of Planning & Engagement at Fidelity partners with large strategic plan sponsors to develop programs that enhance participant engagement and financial wellness. This role involves building relationships, developing strategies, and supporting Fidelity's planning solutions to foster lifetime client relationships.

Skills

Qualifications

Series 07 - FINRASeries 63 - FINRA

About Fidelity

fidelity.com

Headquarters

Boston, Massachusetts, United States

Company Size

10001+ employees

Founded

1946

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Fidelity 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.