Workplace Financial Consultant - Fort Wayne

Job Description

This role requires you to live near Fort Wayne, IN in order to service local client companies on their campuses in person 4-5 days a week.

The Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning & Advice (WEPA) organization, works directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy in our local workplace communities. You will serve as a key liaison between the client and internal business partners to create a client needs‑based strategy and ensure Fidelity's overall ongoing success within a defined book of business.

In addition, the WFC provides financial advice to participants through face‑to‑face meetings including one‑on‑ones, workshops, help‑desk sessions, benefits fairs, and lunch and learns. The WFC strives to ensure participants are prepared to make better decisions regarding their personal finances while ensuring industry‑leading customer satisfaction results are achieved.

• Provide 1:1 financial planning and investment advice appointments to plan participants both virtually and in‑person
• Apply the Fidelity Relationship Model during participant interactions
• Educate participants on introductory topics in a 1: many format via onsite workshops and Ask Fidelity sessions
• Conduct ongoing engagement planning with plan sponsors
• Network with participants hosting lunch and learns, help‑desk sessions, and by attending benefits fairs
• Manage relationships with our local branch business partners, strengthening the Personal Workplace Advantage/Partnership

• 3+ years of financial services experience required; BA required
• Series 7 and 66 required (or S63/S65)
• 1–2 years of customer‑facing experience preferred
• Life & Annuity Certification optional
• Demonstrated familiarity with Financial Planning Concepts
• Demonstrated planning experience preferred
• Demonstrated ability to independently problem‑solve/prepare for new challenges
• Willingness to engage in complex conversations with a clear call to action
• Ability to achieve mastery of fundamental planning and advice topics across Corporate & Tax‑Exempt Market (TEM) clients
• Willingness to travel (up to 50%)

Note:

Fidelity is not providing immigration sponsorship for this position.

Fidelity’s Onsite Working Model:
Fidelity is transitioning to a full‑time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Category:
Sales

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment, and retirement‑related financial activities and the rules and regulations of numerous self‑regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain criminal histories.