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

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

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.

Lead product strategy and execution for bond trading technology, partnering with traders, engineers, and ops to define roadmaps, prioritize work, and deliver high-quality trading capabilities while mentoring analyst teams and ensuring production stability.

Join Fidelity as a Financial Consultant to engage with clients, provide personalized financial planning, and utilize existing client relationships effectively. Emphasis on mentorship and comprehensive investment solutions for client retirement goals.

Develop customized financial plans and investment solutions for mass-affluent clients in an Investor Center. Engage and retain existing clients through needs-based recommendations, relationship-building, consultative selling, and mentoring, using a broad range of financial products and services. Work in a team-based, fast-paced environment with structured training and onboarding.

As a Financial Consultant, you will engage with clients to offer personalized financial planning and investment solutions while building strong relationships and supporting their financial needs.