Financial Planning Consultant
Posted on :
16-02-2024
Employer Active
1 Vacancy
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Job Description
Req ID : 2537562
Day to Day:
- This person will help manage a larger book business of 200+ clients depending on the location
- Will work with Fidelity clients that have not been engaged in the financial process (still in the growth phase)
- Engage face-to-face with customers
- Building client relationships with understanding needs and recommending solutions
Employment Type
Full Time
Company Industry
Department / Functional Area
Key Skills
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