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Fidelity Investments

Benefits and Planning Consultant - Northeast Region

United StatesFull timeFinancePosted yesterdayStill open. Checked yesterday

About the job

Fidelity will not provide immigration sponsorship for this position. Job Description: The Role As a Benefits & Planning Consultant, client interactions are more than transactions—they are opportunities to build trusted relationships, understand unique financial needs, and make a meaningful impact. Partnering closely with Executive Planning Consultants, you will support executives throughout their financial planning journey, delivering personalized guidance, deepening client relationships, and identifying opportuni…

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