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The Financial Planning Consultant provides personalized financial planning and integrated solutions, guiding clients in investment management and holistic portfolio strategy.

Provide in-person and virtual 1:1 financial planning and investment advice, deliver onsite workshops and education, manage plan sponsor relationships and engagement, host help desks and benefits events, and drive participant advocacy and satisfaction across a defined local book of business.

As an Investment Consultant, you will develop financial plans, engage with clients, and provide investment solutions while fostering relationships with dedicated advisors.

Lead and execute complex internal audits end-to-end for Fidelity businesses: define scope, test controls, analyze data, draft reports, drive remediation, mentor audit teams, and collaborate with business and technology partners to identify control gaps and improve risk management.

The Financial Planning Consultant delivers personalized financial planning and integrated financial solutions, guiding clients in retirement planning, investment management, and holistic portfolio strategies.

As a Financial Planning Consultant, you will provide personalized financial advice, manage client relationships, and help clients achieve their financial goals through Fidelity's services.

The Planning Consultant provides a world-class planning experience, deepening client relationships through financial planning interactions and strategies, supporting clients' unique financial needs.

The Financial Planning Consultant provides personalized financial planning and integrated solutions to clients, helping them achieve financial goals through proactive advice and comprehensive service.

Execute and design quality controls across Defined Benefit (DB) operational functions, analyze results, collaborate with stakeholders to drive process improvements, reduce financial exposure, and improve client satisfaction. Provide insights, perform complex calculations, and ensure regulatory and quality standards are met.

Provide financial planning consultations alongside Financial Consultants and Wealth Planners, build client relationships, profile client needs, present guidance tools, uncover consolidation/referral opportunities, support plan implementation, use tools like Salesforce and Glance, and mentor peers.