Workplace Financial Consultant - Morgantown

Only for registered members Morgantown, United States

3 weeks ago

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Job summary

This role requires you to live in West Virginia (Morgantown or Charleston) in order to service local client companies on their campuses in person. The Workplace Financial Consultant works directly with plan sponsor contacts and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy.

Responsibilities

  • Provide 1:1 financial planning and investment advice appointments.
  • Educate participants on introductory topics via onsite workshops.

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