Workplace Financial Consultant - Pittsburgh, PA

Fidelity(29 days ago)

HybridFull TimeMedior$95,805 - $127,035 (estimated)Sales

About this role

The Workplace Financial Consultant at Fidelity (WEPA) supports local workplace communities by acting as a liaison between plan sponsors, client HR teams, and internal partners to advance participant engagement and plan sponsor advocacy. Based in the Greater Pittsburgh area, the role focuses on delivering financial education and advice tied to employer-sponsored retirement and benefits programs.

View Original Listing

Required Skills

Financial Planning
Client Engagement
Relationship Management
Workshop Delivery
Investment Advice
Networking
Problem Solving
Communication
Customer Service
Travel Flexibility

Qualifications

BA
Series 7 - FINRA
Series 66 - FINRA
Series 63 - FINRA
Series 65
Life & Annuity Certification (Optional)

About Fidelity

fidelity.com

Fidelity 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.

View more jobs at Fidelity →