Planning Consultant - Irving, TX
Company: Fidelity Investments
Location: Irving
Posted on: May 15, 2022
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Job Description:
Job Description:Planning ConsultantAs 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. Through your integrity and adoption of Fidelity s client
commitment standards, we know you will inspire client dedication
with the goal of developing lifetime relationships with
Fidelity.The Expertise We re Looking For
Company Overview
Fidelity Investments is a privately held company with a mission to
strengthen the financial well-being of our clients. We help people
invest and plan for their future. We assist companies and
non-profit organizations in delivering benefits to their employees.
And we provide institutions and independent advisors with
investment and technology solutions to help invest their own
clients money.
Join Us
At Fidelity, you ll find endless opportunities to build a
meaningful career that positively impacts peoples lives, including
yours. You can take advantage of flexible benefits that support you
through every stage of your career, empowering you to thrive at
work and at home. Honored with a , we have been recognized by our
employees as a Best Place to Work in 2022. And you don t need a
finance background to succeed at Fidelity we offer a range of
opportunities for learning so you can build the career you ve
always imagined.
As a result of COVID-19, many of our associates are continuing to
work remotely. When Fidelity employees eventually return to the
office, our goal is for most people to work flexibly in a way that
balances both personal and business needs with time onsite and
offsite through what we re calling .
We invite you to Find Your Fidelity at .
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 , or by
calling 800-###-####, prompt 2, option 3.
We welcome those with experience in jobs such as Bilingual Customer
Service , Field Client Relationship Manager, and Senior Accountant
and others in the Accounting and Finance to apply.
Keywords: Fidelity Investments, Irving , Planning Consultant - Irving, TX, Professions , Irving, Texas
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