Strategic Financial Planning Consultant

Fidelity Investments8 months ago
Grand Rapids, MI, United States
Hybrid
Full-time
Junior Level (1-3 years)

Job Description

Job Title

A leading financial services firm based in Grand Rapids, Michigan, is seeking a Planning Consultant to provide a world-class planning experience. This role involves working with clients to build effective financial plans, conducting consultations, and creating strategies to deepen relationships. Candidates must have relevant experience and relevant licenses. The ideal applicant is motivated and skilled at relationship building. A hybrid work model is offered, requiring onsite work every other week.

Job Reference: J-18808-Ljbffr

Required Skills

Client Management
Financial Planning
Relationship Building
Consultation
Strategic Planning