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Financial Consultant Financial Advisor Financial Services

West Virginia Workplace Financial Advisor — In-Person

Job in Morgantown, Monongalia County, West Virginia, 26501, USA
Listing for: Fidelity Investments Inc.
Part Time position
Listed on 2026-01-24
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading investment firm seeks a Workplace Financial Consultant in Morgantown, WV. This role involves providing financial planning and advice directly to clients, enhancing participant engagement. Candidates must have 3+ years in finance, a BA, and relevant certifications. The position requires in-person client interactions 2-3 days a week and strong problem-solving skills. Join our dynamic team to make a positive impact on clients’ financial well-being.
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