Workplace Financial Consultant - West Lafayette, IN jobs in United States
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Fidelity Bank ยท 1 day ago

Workplace Financial Consultant - West Lafayette, IN

positionWest Lafayette, IN
timeFull-time
remoteOnsite
seniorityMid Level
date3+ years exp

Fidelity Bank is committed to strengthening the financial well-being of its clients. The Workplace Financial Consultant will work directly with plan sponsor contacts and client HR representatives to enhance participant engagement and provide financial advice through various in-person and virtual interactions.

BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management

Responsibilities

Provide 1:1 financial planning and investment advice appointments to plan participants both virtually and in-person
Apply the Fidelity Relationship Model during participant interactions
Educate participants on introductory topics in a 1: many format via onsite workshops and Ask Fidelity sessions
Conduct ongoing engagement planning with plan sponsors
Network with participants hosting lunch and learns, help desk sessions, and by attending benefits fairs
Manage relationships with our local branch business partners, strengthening the Personal Workplace Advantage/Partnership

Qualification

Financial services experienceSeries 7 certificationSeries 66 certificationCustomer facing experienceFinancial Planning ConceptsEngagement planningProblem solvingCommunication skills

Required

3+ years of financial services experience required; BA required
Series 7 and 66 required (or S63/S65)
Demonstrated familiarity with Financial Planning Concepts
Demonstrated ability to independently problem solve/prepare for new challenges
Willingness to engage in complex conversations with a clear call to action
Ability to achieve mastery of fundamental planning and advice topics across Corporate & Tax-Exempt Market (TEM) clients
Willingness to travel (up to 50%)

Preferred

1-2 years of customer facing experience preferred
Demonstrated planning experience preferred
Life & Annuity Certification optional

Benefits

Flexible benefits that support you through every stage of your career

Company

Fidelity Bank

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Fidelity Bank is a commercial bank providing services financial sercvices.
dateFounded in 1974
location
Atlanta, Georgia, USA
people-size1001-5000 employees
web-link
http://www.LionBank.com

Funding

Current Stage
Late Stage
Total Funding
unknown
2018-12-17Acquired
2014-09-01Private Equity
Company data provided by crunchbase