Workplace Financial Consultant

skillventory - A Leading Talent Research Firm

Workplace Financial Consultant providing financial advice and education to plan participants. Collaborating with clients and internal partners in the Greater Baltimore, MD/Washington DC area.

Posted 6/12/2026full-timeBaltimore • Maryland, Washington • 🇺🇸 United StatesMid-LevelSenior💰 $65,000 - $138,000 per yearWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

3+ years of financial services experience required
BA required
Series 7 and 66 required (or S63/S65)
1-2 years of customer facing experience preferred
Life & Annuity Certification optional
Demonstrated familiarity with Financial Planning Concepts
Demonstrated planning experience preferred
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%)

Benefits

Comp & perks

comprehensive health care coverage and emotional well-being support
market-leading retirement
generous paid time off and parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planninginvestment advicefinancial planning conceptsproblem solvingcustomer engagement

Soft Skills

relationship managementcommunicationnetworkingindependencecomplex conversation

Certifications

Series 7Series 66S63S65Life & Annuity Certification