Workplace Financial Consultant - Minneapolis, MN
Fidelity(12 days ago)
About this role
The Workplace Financial Consultant works directly with clients to provide financial advice and education, both in person and virtually, focusing on building participant engagement in workplace financial plans. The role is based in Minneapolis, MN, and involves traveling up to 75% of the time, primarily working with plan sponsors and employees to enhance their financial well-being.
Required Skills
- Financial Planning
- Customer Service
- Relationship Management
- Workshop Facilitation
- Financial Advice
- Client Engagement
- Financial Education
- Relationship Building
- Presentations
- Finance
Qualifications
- Series 07 - FINRA
- Series 66 - FINRA
About Fidelity
fidelity.comFidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.
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