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The Planning Consultant role involves providing financial planning services, building client relationships, conducting consultations, and supporting peers in achieving business goals.

The Wealth Planner builds long-term client relationships by providing tailored financial strategies and investment plans, enhancing client loyalty and investment success.

As a Relationship Manager, you will foster relationships with valuable clients, ensuring excellent customer service and identifying opportunities to enhance client engagements. Your role includes organizing daily tasks for Financial Consultants and collaborating with the team to build long-lasting client relationships.

The Financial Consultant will engage with clients, provide personalized financial planning, and build relationships while working within a supportive team at Fidelity.