Workplace Financial Consultant - West Lafayette, IN

Only for registered members West Lafayette, IN, United States

1 month ago

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Job summary

This role requires you to live near West Lafayette, IN in order to service local client companies on their campuses in person 4-5 days a week.
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.,

Responsibilities

  • Provide 1:1 financial planning and investment advice appointments to plan participants both virtually and in-person

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