Onsite Workplace Financial Advisor; Fort Wayne
Job in
South Bend, St. Joseph County, Indiana, 46626, USA
Listed on 2026-07-29
Listing for:
Fidelity Investments
Full Time
position Listed on 2026-07-29
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Fidelity Investments in Indiana is seeking a Workplace Financial Consultant to service local campuses onsite 4–5 days a week. You will provide 1:1 financial planning and group sessions, applying Fidelity's client‑centered approach to help participants make informed decisions.
Requirements include 3+ years in financial services, BA, and licenses (Series 7/66 or equivalents). Travel up to 50% may be requested as you collaborate with plan sponsors and workplace partners.
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