Workplace Financial Consultant - Fort Wayne, IN
On-siteSouth Bend, Indiana, United States
Job Summary
Provide 1:1 financial planning and investment advice to plan participants through virtual and in-person appointments, workshops, help desk sessions, and benefits fairs. Apply the Fidelity Relationship Model during interactions and conduct ongoing engagement planning with plan sponsors to drive participant advocacy. Manage relationships with local branch business partners and network with participants via lunch and learns. This onsite role requires 4-5 days per week in Fort Wayne, IN, with up to 50% travel. Candidates must have 3+ years of financial services experience, a BA, and Series 7 and 66 licenses. Fidelity does not provide immigration sponsorship for this position.
Required Qualifications
- 3+ years of financial services experience
- BA
- Series 7
- Series 66
- Series 63
- Series 65
- Live near Fort Wayne, IN
- Service local client companies on their campuses in person 4-5 days a week
- Willingness to travel (up to 50%)
Desired Qualifications
- 1-2 years of customer facing experience
- Life & Annuity Certification
- Demonstrated familiarity with Financial Planning Concepts
- Demonstrated planning experience
- Demonstrated ability to independently problem solve/prepare for new challenges
- Ability to achieve mastery of fundamental planning and advice topics across Corporate & Tax-Exempt Market (TEM) clients
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