Planning Consultant - Sugar Land, TX
Company: Fidelity Investments
Location: Houston
Posted on: May 16, 2022
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Job Description:
Job Description:Planning ConsultantAs 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. Through your integrity and adoption of Fidelity's client
commitment standards, we know you will inspire client dedication
with the goal of developing lifetime relationships with
Fidelity.The Expertise We're Looking For
Company Overview
Fidelity Investments is a privately held company with a mission to
strengthen the financial well-being of our clients. We help people
invest and plan for their future. We assist companies and
non-profit organizations in delivering benefits to their employees.
And we provide institutions and independent advisors with
investment and technology solutions to help invest their own
clients' money.
Join Us
At Fidelity, you'll find endless opportunities to build a
meaningful career that positively impacts peoples' lives, including
yours. You can take advantage of flexible benefits that support you
through every stage of your career, empowering you to thrive at
work and at home. Honored with a Glassdoor Employees' Choice Award,
we have been recognized by our employees as a Best Place to Work in
2022. And you don't need a finance background to succeed at
Fidelity-we offer a range of opportunities for learning so you can
build the career you've always imagined.
As a result of COVID-19, many of our associates are continuing to
work remotely. When Fidelity employees eventually return to the
office, our goal is for most people to work flexibly in a way that
balances both personal and business needs with time onsite and
offsite through what we're calling "Dynamic Working."
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. We believe
that the most effective way to attract, develop and retain a
diverse workforce is to build an enduring culture of inclusion and
belonging.
Fidelity will reasonably accommodate applicants with disabilities
who need adjustments to participate in the application or interview
process. To initiate a request for an accommodation, contact the HR
Leave of Absence/Accommodation Team by sending an email to
accommodations @fmr.com, or by calling 800-835-5099, prompt 2,
option 2.
We welcome those with experience in jobs such as Residential Real
Estate Agent, Accounts Payable Clerk, and Bookkeeper and others in
the Accounting and Finance to apply.
Keywords: Fidelity Investments, Houston , Planning Consultant - Sugar Land, TX, Professions , Houston, Texas
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