Find your perfect job and fast-track your application

The Workplace Financial Consultant works on-site with plan sponsors and participants to enhance engagement in retirement and benefits plans, providing personalized financial planning and education. They deliver advice on topics such as estate planning, equity compensation, and tax-efficient investing through various communication methods, including face-to-face meetings and virtual sessions. This role requires financial services experience, relevant certifications, and strong client relationship-building skills to support participants in making informed financial decisions.

The Workplace Financial Consultant works on-site with plan sponsors and participants to enhance engagement in retirement and benefits plans, providing personalized financial planning and education. They deliver advice on topics such as estate planning, equity compensation, and tax-efficient investing through various communication methods, including face-to-face meetings and virtual sessions. This role requires financial services experience, relevant certifications, and strong client relationship-building skills to support participants in making informed financial decisions.

The Financial Consultant at Fidelity focuses on deepening relationships with an existing client base and creating complex financial and retirement plans. The role requires FINRA licenses, strong interpersonal skills, and the ability to present investment strategies tailored to individual client needs. Fidelity supports professional growth with extensive training, competitive compensation, and comprehensive benefits in a hybrid work environment.

This physician role is a permanent family practice position in Sherman, Texas, offering a 4-day workweek with Saturday mornings required four times a year. The practice includes 13 providers, serves patients aged 2 and up, and features on-site lab and X-ray services. Compensation ranges from $228K to $235K with a partnership track and strong benefits including a 401-K match.

The Financial Consultant at Fidelity focuses on deepening relationships with an existing client base and creating complex financial and retirement plans. The role requires FINRA licenses, strong interpersonal skills, and the ability to present investment strategies tailored to individual client needs. Fidelity supports professional growth with extensive training, competitive compensation, and comprehensive benefits in a hybrid work environment.

The Workplace Financial Consultant works on-site with plan sponsors and participants to enhance engagement in retirement and benefits plans, providing personalized financial planning and education. They deliver advice on topics such as estate planning, equity compensation, and tax-efficient investing through various communication methods, including face-to-face meetings and virtual sessions. This role requires financial services experience, relevant certifications, and strong client relationship-building skills to support participants in making informed financial decisions.

The Workplace Financial Consultant works on-site with plan sponsors and participants to enhance engagement in retirement and benefits plans, providing personalized financial planning and education. They deliver advice on topics such as estate planning, equity compensation, and tax-efficient investing through various communication methods, including face-to-face meetings and virtual sessions. This role requires financial services experience, relevant certifications, and strong client relationship-building skills to support participants in making informed financial decisions.

The Workplace Financial Consultant works on-site with plan sponsors and participants to enhance engagement in retirement and benefits plans, providing personalized financial planning and education. They deliver advice on topics such as estate planning, equity compensation, and tax-efficient investing through various communication methods, including face-to-face meetings and virtual sessions. This role requires financial services experience, relevant certifications, and strong client relationship-building skills to support participants in making informed financial decisions.

The Workplace Financial Consultant works on-site with plan sponsors and participants to enhance engagement in retirement and benefits plans, providing personalized financial planning and education. They deliver advice on topics such as estate planning, equity compensation, and tax-efficient investing through various communication methods, including face-to-face meetings and virtual sessions. This role requires financial services experience, relevant certifications, and strong client relationship-building skills to support participants in making informed financial decisions.

The Financial Consultant at Fidelity focuses on deepening relationships with an existing client base and creating complex financial and retirement plans. The role requires FINRA licenses, strong interpersonal skills, and the ability to present investment strategies tailored to individual client needs. Fidelity supports professional growth with extensive training, competitive compensation, and comprehensive benefits in a hybrid work environment.