Planning Consultant - Hilton Head, SC

430 William Hilton Parkwayonsitemid

Posted today · via Workday

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About this role

Fidelity will not provide immigration sponsorship for this position. Job Description: Job Description Planning Consultant Note: Fidelity will not provide immigration sponsorship for this position. 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 with a goal of developing lifetime relationships with Fidelity.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

Skills match

For this role: salesforce

Level fit

This role is mid-level. We check your trajectory against it.

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

Location fit

This role is based in 430 William Hilton Parkway. We weight your proximity and willingness to relocate.

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Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

salesforce

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