Workplace Financial Consultant - Santa Clara County, CA

Fidelity Investments • San Jose, CA

286d • $78,000 - $115,000 • Hybrid

About The Position

The Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning & Advice 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.

Requirements

• 3 years of financial services experience required
• BA required
• Series 7 and 66 required (or S63/S65 combo equivalent)
• 1-2 years of customer facing experience preferred
• Demonstrated familiarity with Financial Planning Concepts
• 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 & TEM
• Willingness to travel (up to 75%)

Nice To Haves

• Life & Annuity Certification optional
• Demonstrated planning experience preferred

Responsibilities

• Provide 1:1 financial planning and investment advice appointments to plan participants both virtually and in person
• 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

Benefits

• Comprehensive health care coverage and emotional well-being support
• Market-leading retirement
• Generous paid time off and parental leave
• Charitable giving employee match program
• Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree