Onsite Workplace Financial Advisor & Educator
Job in
Morgantown, Monongalia County, West Virginia, 26501, USA
Listed on 2026-01-28
Listing for:
Fidelity Investments
Full Time
position Listed on 2026-01-28
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Financial Services
Job Description & How to Apply Below
A leading financial services company seeks a Workplace Financial Consultant in Morgantown, West Virginia. In this role, you will engage directly with clients, offering personalized financial planning and investment advice. Responsibilities include conducting face-to-face meetings, workshops, and ongoing engagement with plan sponsors. Candidates should have 3+ years of financial services experience and required certifications. Join us to impact clients' financial well-being while growing your career in a supportive environment.
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