Workplace Financial Consultant - Fort Wayne, IN
About The Position
The Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning & Advice (WEPA) organization, works directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy in local workplace communities. The WFC serves as a key liaison between the client and internal business partners to create a client needs-based strategy and ensure Fidelity's overall ongoing success within a defined book of business. Additionally, the WFC provides financial advice to participants through face-to-face meetings including one on ones, workshops, help desk sessions, benefits fairs, and lunch and learns, aiming to ensure participants are prepared to make better decisions regarding their personal finances while achieving industry-leading customer satisfaction results.
Requirements
- 3+ years of financial services experience required
- BA required
- Series 7 and 66 required (or S63/S65)
- Demonstrated familiarity with Financial Planning Concepts
- Demonstrated ability to independently problem solve/prepare for new challenges
- Willingness to engage in complex conversations with a clear call to action
- Ability to achieve mastery of fundamental planning and advice topics across Corporate & Tax-Exempt Market (TEM) clients
- Must live near Fort Wayne, IN to service local client companies on their campuses in person 4-5 days a week.
Nice To Haves
- 1-2 years of customer facing experience preferred
- Life & Annuity Certification optional
- Demonstrated planning experience preferred
- Willingness to travel (up to 50%)
Responsibilities
- Provide 1:1 financial planning and investment advice appointments to plan participants both virtually and in-person
- Apply the Fidelity Relationship Model during participant interactions
- Educate participants on introductory topics in a 1: many format via onsite workshops and Ask Fidelity sessions
- Conduct ongoing engagement planning with plan sponsors
- Network with participants hosting lunch and learns, help desk sessions, and by attending benefits fairs
- Manage relationships with our local branch business partners, strengthening the Personal Workplace Advantage/Partnership
Benefits
- Flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
