Workplace Planning and Guidance Consultant I - Raleigh NC (Los Angeles, CA)

Workplace Planning and Guidance Consultant I - Raleigh NC

As a Planning and Guidance Consultant (PGC) you will be the primary point of contact for specific clients where you ll be providing 1 1 consultations investment education and plan advocacy to all plan participants. The Planning and Guidance Consultant (PGC) supports their client through the use of guidance tools delivering employee meetings providing direction on how to utilize Fidelity Investments and collaborating with the Plan Administrator and HR department to address any needs or concerns. The PGC strives to ensure that participants are prepared to make better decisions regarding their financial retirement readiness while ensuring industry leading customer satisfaction results are achieved. Primary Responsibilities ...