Planning Consultant - Coral Gables, FL
Company: Fidelity Investments
Location: Miami
Posted on: January 14, 2021
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Job Description:
Job Description:Investor Center Planning ConsultantThrough your
integrity and adherence to Fidelity's client commitment standards,
we know you will inspire client dedication with a goal of
developing lifetime relationships with Fidelity.As a Planning
Consultant, you will provide a world-class planning experience,
uncover opportunities to deepen client relationships through
consolidation of assets, referrals, and plan implementations, and
develop an engagement strategy that supports each client's unique
planning needs.The--Expertise--We're Looking For
Company Overview
At Fidelity, we are focused on making our financial expertise
broadly accessible and effective in helping people live the lives
they want. We are a privately held company that places a high
degree of value in creating and nurturing a work environment that
attracts the best talent and reflects our commitment to our
associates. We are proud of our diverse and inclusive workplace
where we respect and value our associates for their unique
perspectives and experiences. For information about working at
Fidelity, visit FidelityCareers.com.
Fidelity Investments is an equal opportunity employer.
Fidelity will reasonably accommodate applicants with disabilities
who need adjustments to complete the application or interview
process. Please email us at accommodations@fmr.com or 800-835-5099,
prompt 2, option 2 if you would like to request an
accommodation.
Keywords: Fidelity Investments, Miami , Planning Consultant - Coral Gables, FL, Professions , Miami, Florida
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