About this opportunity
Soteria Reinsurance Ltd. lists this Onsite Workplace Financial Advisor — In-Person Planning & Education opportunity in fort wayne, Indiana. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Fidelity Investments in Fort Wayne, IN seeks a Workplace Financial Consultant to deliver on-site financial planning and investment guidance for plan participants, 4-5 days per week. You will partner with sponsors and HR reps to drive engagement and strive for leading customer satisfaction, in a role requiring travel up to 50% and a strong client service mindset.
The role requires Series 7 and 66, 3+ years in financial services, and a BA; we'll value experience in education planning and workplace
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Worksite address
fort wayne, IN, 46804, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.