ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.

Features

Auto Apply Resume Optimizer Cover Letter Optimizer Interview Prep

Company

Social Media

Need Help?

team@applyblast.com

Workplace Financial Consultant at Fidelity - ApplyBlast

Workplace Financial Consultant

Fidelity

4 days ago

4.4 on Glassdoor

Baltimore, Maryland, United States

Onsite

Full Time

Medior

0 applicants

View Job Listing

Apply to 100+ jobs

About this role

The Workplace Financial Consultant serves as a trusted partner to plan sponsors, HR representatives, and participants, driving engagement and maximizing the value of employer-sponsored benefits programs. This role involves developing and executing engagement strategies, providing personalized financial planning and investment guidance, and acting as a liaison between plan sponsors and Fidelity business partners. The position requires on-site presence in the Greater Baltimore area to service local client companies.

Responsibilities

Drive participant engagement and maximize value of employer-sponsored benefits programs
Develop and execute ongoing engagement strategies to increase awareness and participation
Provide personalized financial planning and investment guidance through consultations and workshops

Skills

Qualifications

Bachelor's degreeFINRA Series 7FINRA Series 66Life and Annuity licenseCFP® designation

About Fidelity

fidelity.com

Headquarters

Boston, Massachusetts, United States

Company Size

10001+ employees

Founded

1946

View Profile

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.