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Workplace Financial Consultant - Sioux Falls, SD
Fidelity Investments · Flexible / Remote
Publicada em 20/07/2026
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Job Description:Candidate will need to live in the Greater Sioux Falls, SD area in order to be on local client campuses 3-4 times each week.Note: Fidelity will not provide immigration sponsorship for this position.The RoleAs a Workplace Financial Consultant (WFC) within Fidelity's Workplace Education, Planning & Advice (WEPA) organization, you serve as a trusted partner to plan sponsors, Human Resources representatives, participants, and internal Fidelity partners. In this role, you are responsible for driving participant engagement and maximizing the value of employer-sponsored benefits programs, including 401(k), 403(b), equity compensation, stock plans, and other workplace benefits. You partner directly with plan sponsors to develop and execute ongoing engagement strategies that increase awareness, participation, and utilization of available financial wellness and retirement programs.Acting as a key liaison between plan sponsors and Fidelity business partners, including local branch teams, you help align resources and deliver a consistent high-quality experience for all. A core component of the role is providing personalized financial planning and investment guidance to participants through one-on-one consultations, group workshops, benefits fairs, help desk sessions, lunch-and-learns, and other educational events. Topics may include retirement planning, investment strategies, equity compensation, stock plans, tax-efficient investing, estate planning, and broader financial wellness concepts. Through proactive relationship management, education, and advice, you play a critical role in improving participant outcomes and strengthening Fidelity's partnership with plan sponsors.The Expertise and Skills You BringBachelor's degree preferred3+ years of experience in financial services, wealth management, retirement planning, or a related advisory roleFINRA Series 7 and Series licenses required (or ability to obtain Series 66 upon hire), with all applicable state regi
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