Workplace Financial Advisor
Job in
Sioux Falls, Minnehaha County, South Dakota, 57102, USA
Listed on 2026-07-20
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-20
Job specializations:
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Finance & Banking
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Education / Teaching
Job Description & How to Apply Below
Fidelity is seeking a financial planning and investment advisor to provide 1:1 planning and education for participants, both virtually and in-person. The role uses the Fidelity Relationship Model and includes educating participants via workshops and sessions.
The position involves ongoing engagement with plan sponsors, networking at benefits events, and maintaining strong partnerships with branch teams, with occasional travel up to 50%.
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