Planning Consultant - Greenwood Village, CO
Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role As a Planning Consultant, you will deliver a world-class planning experience by helping clients achieve their financial goals through personalized guidance and comprehensive planning conversations. You will uncover opportunities to deepen client relationships through asset consolidation, referrals, and plan implementation while educating clients on solutions that support...
- Salesforce