Workplace Financial Consultant - Bay Area, CA

Job Description:

This job requires you to live in the Bay Area in California, as you will be working on local client campuses 4-5 days a week.

The Role

The Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning & Advice (WEPA) organization, works directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy in our local workplace communities. You will serve as a key liaison between the client and internal business partners to create a client needs-based strategy and ensure Fidelity's overall ongoing success within a defined book of business. In addition, the WFC provides financial advice to participants through face-to-face meetings including one on ones, workshops, help desk sessions, benefits fairs, and lunch and learns. The WFC strives to ensure participants are prepared to make better decisions regarding their personal finances while ensuring industry leading customer satisfaction results are achieved.

Specific responsibilities include:

• 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

The Expertise and Skills You Bring

• 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 75%)

The Team

The Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities.

• Employers who have chosen Fidelity to administer their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs.
• Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide.
• Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life.

Joining WEPA means that you will:

• UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsors
• GROW in your skills to deliver more, world-class planning and education experiences for our participants
• WIN on behalf of our clients, our participants and Fidelity

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

We invite you to Find Your Fidelity at fidelitycareers.com

The base salary range for this position is $78,000 - $115,000 per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Certifications:

Series 07 - FINRA, Series 66 - FINRA

Category:

Sales