In this role, the selected candidate will ensure the successful implementation of the Financial Management solution to meet the specific needs of our Higher Education and State & Local Government customers.
In this role, you will work in our Investor Center, you help to extend the reach of Fidelitys brand. At Fidelity, youll have the support of a well-rounded team of professionals, full access to some of the best resources and tools in the industry, and a top compensation package with great benefits. While you build relationships here, you will also be building your career!
In this role, you will collect client financial information, analyze and evaluate a client's financial situation, identify investment objectives, and make investment recommendations through a customized financial planning process.