Workplace Financial Consultant - San Jose, CA
About The Position
This role requires you to live in the San Jose, CA area, as you will be on the local client campus 4-5 days a week. The Role As a Workplace Financial Consultant (WFC) you will work directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners. As a part of Fidelity's Workplace Education Planning & Advice organization, your goal is to drive greater participant engagement and plan sponsor advocacy 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. You will be conducting ongoing engagement planning with your plan sponsors and serve as a key liaison between internal business, including our local branch partners. In addition, you will provide financial planning and investment advice to participants through face-to-face 1:1 meetings, workshops, help desk sessions, benefits fairs, and lunch and learns. Your goal is to ensure participants are prepared to make better decisions regarding their personal finances all while keeping the customer top of mind. Topics may include, estate planning, equity compensation, stock plans, tax efficient investing, and more. Content will be delivered via Zoom or onsite at the plan sponsors desired location. Travel could be up to 75%. Joining Workplace Education, Planning and advice means that you will: UNITE as one team to intentionally connect, encourage and build positive 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!
Requirements
- 5 years of financial services experience
- Series 7 and 66 required (or S63/S65 combo equivalent) required prior to hire
- In depth knowledge of Financial Planning Concepts
- Ability to build plan sponsor advocacy and access
- 2+ years of customer facing experience preferred
Nice To Haves
- Life & Annuity Certification preferred
- CFP or CRPC preferred
- Demonstrated advanced presenting experience preferred
- Bachelor's degree preferred
Responsibilities
- Work directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners
- Drive greater participant engagement and plan sponsor advocacy in our local workplace communities
- Conduct ongoing engagement planning with your plan sponsors
- Serve as a key liaison between internal business, including our local branch partners
- Provide financial planning and investment advice to participants through face-to-face 1:1 meetings, workshops, help desk sessions, benefits fairs, and lunch and learns
- Ensure participants are prepared to make better decisions regarding their personal finances
- Deliver content via Zoom or onsite at the plan sponsors desired location
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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Industry
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Number of Employees
5,001-10,000 employees
