Workplace Financial Consultant - Palo Alto, CA
About The Position
As a Workplace Financial Consultant (WFC) within Fidelity’s Workplace Education, Planning & Advice (WEPA) organization, serve as a trusted partner to plan sponsors, Human Resources representatives, participants, and internal Fidelity partners. Drive participant engagement and maximize the value of employer-sponsored benefits programs, including 401(k), 403(b), equity compensation, stock plans, and other workplace benefits. Partner with plan sponsors to develop and execute engagement strategies that increase awareness, participation, and use of financial wellness and retirement programs. Act as a liaison between plan sponsors and Fidelity business partners, including local branch teams, aligning resources and delivering a consistent, high-quality client experience. Provide personalized financial planning and investment guidance through one-on-one consultations, group workshops, benefits fairs, help desk sessions, lunch-and-learns, and other educational events. Topics may include retirement planning, investment strategies, equity compensation, stock plans, tax-efficient investing, estate planning, and broader financial wellness. Through relationship management, education, and advice, help improve participant outcomes and strengthen Fidelity’s partnerships with plan sponsors. The role requires living in the Palo Alto area to be on local client campuses three to four days a week, and extensive travel of up to 75% to support client relationships and onsite educational programs. Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles; onsite expectations may evolve. Fidelity will not provide immigration sponsorship for this position.
Requirements
- Bachelor’s degree required.
- FINRA Series 7 and Series 66 licenses required, or the ability to obtain Series 66 upon hire, with all applicable state registrations.
- CFP® or CRPC® required.
- 7–10 years of experience in financial services, wealth management, retirement planning, or a related advisory role.
- At least 3 years of client-facing experience delivering financial planning and education.
- Deep understanding of financial planning, retirement planning, investment management, tax-efficient investing, and workplace benefits programs.
- Strong presentation and facilitation skills for individual and group settings.
- Proven ability to build trusted relationships with plan sponsors, Human Resources leaders, and key business stakeholders.
- Strong consultative, relationship management, and business development skills.
- Excellent verbal and written communication skills, including the ability to simplify complex financial concepts for diverse audiences.
- Ability to partner effectively across internal workplace, branch, and service teams.
- Willingness and ability to travel extensively, up to 75%.
- Must live in the Palo Alto area to be on local client campuses three to four days a week.
Nice To Haves
- Advanced degree (MBA, Master’s, or related field).
- Life and Annuity license.
Responsibilities
- Drive participant engagement and increase awareness, participation, and use of employer-sponsored benefits and financial wellness programs.
- Partner with plan sponsors to develop and execute ongoing engagement strategies.
- Serve as a liaison between plan sponsors and Fidelity business partners, including local branch teams, to align resources and deliver a consistent client experience.
- Provide personalized financial planning and investment guidance to participants through individual consultations and educational events.
- Deliver group workshops, benefits fairs, help desk sessions, lunch-and-learns, and other educational programs.
- Support client relationships and deliver onsite educational programs through extensive travel.
Benefits
- Comprehensive health care coverage.
- Emotional well-being support.
- Market-leading retirement benefits.
- Generous paid time off.
- Parental leave.
- Charitable giving employee match program.
- Educational assistance, including student loan repayment, tuition reimbursement, and learning resources.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
