Workplace Financial Consultant - Fort Wayne, IN

About the role

The Workplace Financial Consultant (WFC) role requires living near Fort Wayne, IN to service local client companies on their campuses in person 4-5 days a week.

Role

The WFC works directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy in local workplace communities. They serve as a key liaison between the client and internal business partners to create a client needs-based strategy and ensure Fidelity's ongoing success within a defined book of business. Additionally, they provide financial advice to participants through various formats including one-on-one meetings, workshops, help desk sessions, benefits fairs, and lunch and learns.

Specific Responsibilities

• 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
• Education 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 attend benefits fairs
• Manage relationships with local branch business partners, strengthening the Personal Workplace Advantage/Partnership

Team

The Workplace Education, Planning and Advice (WEPA) organization serves to help employees in local workplace communities. They assist employers who have chosen Fidelity to administer their 401(k), 403(b), equity compensation, and other benefit plans. Their mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning, and advice both virtually and on-site, nationwide. Joining WEPA means uniting as one team to connect, inspire, and build strong relationships internally and with plan sponsors, growing skills to deliver world-class planning and education experiences for participants, and winning on behalf of clients, participants, and Fidelity.

Team Overview

Fidelity Investments is a privately held company dedicated to helping people invest and plan for their future. They assist companies and non-profit organizations in delivering benefits to their employees and provide investment and technology solutions to help invest clients' money. Joining Fidelity means building a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home.

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.

Certifications

• Series 07 - FINRA
• Series 66 - FINRA