Workplace Financial Consultant - Pittsburgh, PA

Fidelity

2 months ago

4.4 on Glassdoor

Pittsburgh, PA

Hybrid

Full Time

Medior

0 applicants

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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.

Skills

Qualifications

BASeries 7 - FINRASeries 66 - FINRASeries 63 - FINRASeries 65

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.