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Onsite Workplace Financial Advisor — In-Person Planning & Education
Job in
Fort Wayne, Allen County, Indiana, 46804, USA
Listed on 2026-07-14
Listing for:
Soteria Reinsurance Ltd.
Full Time
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
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
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