Workplace Financial Consultant

skillventory - A Leading Talent Research Firm

Workplace Financial Consultant providing financial planning and investment advice to participants. Engaging with plan sponsors and clients to enhance participation in financial programs.

Posted 6/23/2026full-timeSioux Falls • South Dakota • 🇺🇸 United StatesMid-LevelSeniorWebsite

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
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

Flexible benefits that support you through every stage of your career
Professional development opportunities
Community and networking events

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planninginvestment advicefinancial servicesproblem solvingplanning experiencefinancial planning concepts

Soft Skills

relationship managementnetworkingcommunicationcustomer facing experienceengagement planning

Certifications

Series 7Series 66S63S65Life & Annuity Certification