Fidelity Investments in Fort Wayne, IN seeks a Workplace Financial Consultant to deliver on-site financial planning and investment guidance for plan participants, 4-5 days per week. You will partner with sponsors and HR reps to drive engagement and strive for leading customer satisfaction, in a role requiring travel up to 50% and a strong client service mindset.
The role requires Series 7 and 66, 3+ years in financial services, and a BA; we'll value experience in education planning and workplace
#J-18808-LjbffrOnsite Workplace Financial Advisor — In-Person Planning & Education in fort wayne at Unknown Company
This position is listed as full time and onsite.