Planning Consultant - Madison, WI
Company: Fidelity Investments
Location: Sauk City
Posted on: April 10, 2021
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Job Description:
Job Description: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 OverviewAt 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. Find your Fidelity at
fidelitycareers.com.
Fidelity Investments is an equal opportunity employer.We believe
that the most effective way to attract, develop and retain a
diverse workforce is to build an enduring culture of inclusion and
belonging.
Fidelity will reasonably accommodate applicants with disabilities
who need adjustments to participate in the application or interview
process. To initiate a request for an accommodation, contact the HR
Leave of Absence/Accommodation Team by sending an email
to-accommodations @fmr.com, or by calling 800-835-5099, prompt 2,
option 2. We welcome those with experience in jobs such as
Bilingual Customer Service , Financial Analyst, and Bookkeeper and
others in the Accounting and Finance to apply.
Keywords: Fidelity Investments, Madison , Planning Consultant - Madison, WI, Professions , Sauk City, Wisconsin
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