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. #J-18808-Ljbffr
Onsite Workplace Financial Advisor (Fort Wayne) • South Bend, IN, United States
Location: 4627 S Miami Road, South Bend Indiana.Job Summary: The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their m... Mostrar más
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