Workplace Financial Consultant - Fort Wayne, IN

Fidelity Investments; South Bend (IN); On-site; USD 65,000 - 95,000; Full time

Job summary

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.

Qualifications

• 3+ years of financial services experience required.
• BA degree required.
• Series 7 and 66 required (or S63/S65).
• Travel up to 50% may be required.

Responsibilities

• Provide 1:1 financial planning and investment advice to plan participants, in person or virtually.
• Apply Fidelity Relationship Model during participant interactions.
• Lead onsite workshops and sessions to educate participants on financial topics.
• Engage in ongoing planning with plan sponsors and employers.
• Network at benefits fairs and with local branch partners to expand outreach.
• Build and maintain relationships to strengthen workplace partnerships.

Skills

Financial services experience

Client engagement

Financial planning concepts

Education

BA required

Tools

Series 7

Series 66

S63/S65 (or equivalents)

Job description

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.

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.