Planning Consultant - San Francisco

Only for registered members San Francisco, United States

1 month ago

Default job background
Full time $70,000 - $105,000 (USD)

Job summary

We're looking for a Planning Consultant to provide world-class planning experience and deepen client relationships through consolidation of assets and plan implementations.

Responsibilities

  • Conduct joint appointments with clients focused on consultations through Fidelity's guidance offering
  • Educate and plan with clients to uncover opportunities that will lead to the client's success

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