Planning Consultant - Pittsburgh, PA
Fidelity Investments
Consultant Job in Cranberry, PA
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 the Financial Consultant and/or Wealth Planner in a financial planning capacity.