Onsite Workplace Financial Advisor — In-Person Planning & Education
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
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
We would love to welcome a new Onsite Workplace Financial Advisor — In-Person Planning & Education to our group in Fort Wayne, IN, United States.
Full responsibilities and requirements are described in the listing above.
Learn more about the Onsite Workplace Financial Advisor — In-Person Planning & Education role in the description above.
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