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Workplace Financial Consultant

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Fidelity Investments

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Location:
United States , West Lafayette

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

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.

Job Responsibility:

  • 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
  • Serve as a key liaison between the client and internal business partners to create a client needs-based strategy
  • Ensure Fidelity's overall ongoing success within a defined book of business

Requirements:

  • 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%)

Nice to have:

  • 1-2 years of customer facing experience
  • Life & Annuity Certification
  • Demonstrated planning experience
What we offer:
  • Flexible benefits that support you through every stage of your career
  • Opportunities for learning

Additional Information:

Job Posted:
April 21, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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