Workplace Financial Consultant - Fort Wayne, IN

Fidelity Investments • South Bend, IN

13d • Onsite

About The Position

As a Workplace Financial Consultant (WFC) within Fidelity’s Workplace Education, Planning & Advice (WEPA) organization, you serve as a trusted partner to plan sponsors, Human Resources representatives, participants, and internal Fidelity partners. You drive participant engagement and maximize the value of employer-sponsored benefits programs, including 401(k), 403(b), equity compensation, stock plans, and other workplace benefits. You partner with plan sponsors to develop and execute engagement strategies that increase awareness, participation, and use of financial wellness and retirement programs.

You act as a liaison between plan sponsors and Fidelity business partners, including local branch teams, aligning resources to deliver a consistent, high-quality experience. You provide personalized financial planning and investment guidance through individual consultations, group workshops, benefits fairs, help desk sessions, lunch-and-learns, and other educational events. Topics may include retirement planning, investment strategies, equity compensation, stock plans, tax-efficient investing, estate planning, and broader financial wellness. Through relationship management, education, and advice, you help improve participant outcomes and strengthen Fidelity’s partnerships with plan sponsors.

The role requires living near Fort Wayne, Indiana, to serve local client companies in person on their campuses 4–5 days a week. Travel to support client engagement and workplace events may be required up to 75%.

Requirements

• At least 3 years of experience in financial services, wealth management, retirement planning, or a related advisory role.
• FINRA Series 7 and Series licenses required, or ability to obtain Series 66 upon hire, along with all applicable state registrations.
• Strong knowledge of financial planning concepts and retirement planning.
• Demonstrated ability to present and facilitate group workshops, educational sessions, and client meetings.
• Proven ability to develop and maintain relationships with plan sponsors, Human Resources partners, and workplace stakeholders.
• Strong communication, relationship-management, and consultative skills.
• Ability to promote participant engagement and increase utilization of workplace financial benefits and resources.
• Strong organizational skills and ability to manage multiple client relationships and priorities simultaneously.
• Ability and willingness to travel for client engagement activities and workplace events, up to 75%.
• Must live near Fort Wayne, Indiana, to service local client companies on their campuses in person 4–5 days a week.

Nice To Haves

• Bachelor’s degree.
• Life and Annuity license.
• CFP® or CRPC® designation.
• 1–2 years of client-facing experience providing financial guidance, education, or consultation.

Responsibilities

• Drive participant engagement and maximize the value of employer-sponsored benefits programs, including 401(k), 403(b), equity compensation, stock plans, and other workplace benefits.
• Partner with plan sponsors to develop and execute engagement strategies that increase awareness, participation, and utilization of financial wellness and retirement programs.
• Serve as a liaison between plan sponsors and Fidelity business partners, including local branch teams, aligning resources and supporting a consistent, high-quality experience.
• Provide personalized financial planning and investment guidance through one-on-one consultations, group workshops, benefits fairs, help desk sessions, lunch-and-learns, and other educational events.
• Educate participants on topics such as retirement planning, investment strategies, equity compensation, stock plans, tax-efficient investing, estate planning, and financial wellness.
• Manage relationships with plan sponsors and workplace stakeholders to improve participant outcomes and strengthen Fidelity’s partnerships.

What This Job Offers

• Job Type: Full-time