Fidelity Investments
Finance Consultant Job in La Puente, CA
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 Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity.
$67k-97k yearly est.
3d ago