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Financial Advisor Financial Services Financial Sales

Onsite Financial Wellness Advisor

Job in Austin, Travis County, Texas, 78716, USA
Listing for: Fidelity Investments
Full Time position
Listed on 2025-12-15
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services, Financial Sales
Job Description & How to Apply Below
A financial services company based in Austin, Texas, is looking for a Workplace Financial Consultant to enhance participant engagement through financial advice in local workplaces. The role involves 1:1 consultations, facilitating workshops, and collaborating with internal teams. Candidates should have a minimum of 3 years in financial services and strong communication skills. This is a full-time position with significant onsite client interactions and travel requirements.

Competitive salary and benefits are offered.
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