Planning Consultant – Burlingame, CA

Fidelity will not provide immigration sponsorship for this position. Job Description: The Role As a Planning Consultant, you will offer world-class planning experiences and find opportunities to strengthen client relationships through asset consolidation, referrals, and plan implementation. You will develop an engagement strategy that meets each client’s planning needs. Through your integrity and adherence to Fidelity’s client commitment standards, we know you will inspire client dedication wit…