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The Financial Consultant engages face-to-face with clients, providing personalized financial planning and investment strategies using existing client relationships and resources from Fidelity.

As an Investment Consultant at Fidelity, you develop custom financial plans for existing clients, utilizing various financial products and services, while growing client relationships and meeting their investment needs.

As an Investment Consultant, you will create tailored financial plans, engage with clients, and provide investment solutions, leveraging technology and proactive outreach.

As a Financial Consultant, engage customers face-to-face, providing personalized financial guidance and planning, while leveraging an existing client base.