Workplace Financial Consultant - Fort Wayne, IN

Soteria Reinsurance Ltd.; Fort Wayne (IN); Presencial; USD 65 000 - 90 000; Tempo integral

Resumo da oferta

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

Qualificações

• 3+ years of financial services experience required.
• BA degree required.
• Series 7 and 66 required (or S63/S65).
• 1-2 years of customer facing experience preferred.

Responsabilidades

• Provide 1:1 financial planning and investment guidance to plan participants, both virtually and in-person.
• Engage with plan sponsors and HR representatives to strengthen client relationships.
• Educate participants on core financial topics through onsite workshops and sessions.
• Travel to client sites and manage ongoing engagement with workplace clients.

Conhecimentos

Financial services experience

Customer facing experience

Problem solving

Willingness to travel

Formação académica

BA degree

Descrição da oferta de emprego

## Workplace Financial Consultant - Fort Wayne, INApplylocations: South Bend, INtime type: Full timeposted on: Posted Todayjob requisition id: 2131563## ## 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 Role**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.Specific responsibilities include:* 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**The Expertise and Skills You Bring*** 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****The Team**The Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities.* Employers who have chosen Fidelity to administer their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs.* Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide.* Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life.Joining WEPA means that you will:* UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsors* GROW in your skills to deliver more, world-class planning and education experiences for our participants* WIN on behalf of our clients, our participants and Fidelity**Company Overview**Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.**Join Us**At Fidelity, you’ll find endless opportunities to build 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. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.We invite you to Find Your Fidelity at fidelitycareers.comFidelity’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.## ## Certifications:Series 07 - FINRA, Series 66 - FINRA## ## Category:## SalesPlease 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.### About UsAt Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.Fidelity Investments is an equal opportunity employer.