Workplace Financial Consultant - Baltimore, MD

Fidelity • Baltimore, MD

2d • Onsite

About The Position

As a Workplace Financial Consultant (WFC) in Fidelity’s Workplace Education, Planning & Advice (WEPA) organization, you serve as a trusted partner to plan sponsors, Human Resources representatives, participants, and internal Fidelity partners. You 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.

You work directly with plan sponsors to develop and carry out ongoing engagement strategies that increase awareness, participation, and use of financial wellness and retirement programs. As a liaison between plan sponsors and Fidelity business partners, including local branch teams, you help coordinate resources and deliver a consistent experience.

You provide personalized financial planning and investment guidance through individual consultations, group workshops, benefits fairs, help desk sessions, lunch-and-learns, and other educational events. Topics can include retirement planning, investment strategies, equity compensation, stock plans, tax-efficient investing, estate planning, and broader financial wellness. Through relationship management, education, and advice, you help improve participant outcomes and strengthen Fidelity’s partnerships with plan sponsors.

The role requires living in the Greater Baltimore, Maryland area to service local client companies in person 3–5 days a week. Travel to support client engagement and workplace events may be required up to 75%. Fidelity is transitioning to a full-time onsite working model through a phased regional rollout, and onsite expectations may evolve. Fidelity will not provide immigration sponsorship for this position.

Requirements

• At least 3 years of experience in financial services, wealth management, retirement planning, or a related advisory role.
• FINRA Series 7 and Series licenses are required, with all applicable state registrations; the posting also states the candidate must have the ability to obtain Series 66 upon hire.
• Strong knowledge of financial planning concepts and retirement planning.
• Demonstrated ability to present effectively and facilitate group workshops, educational sessions, and client meetings.
• Proven ability to develop and maintain relationships with plan sponsors, Human Resources partners, and workplace stakeholders.
• Strong communication, relationship-management, and consultative skills.
• Ability to promote participant engagement and increase use of workplace financial benefits and resources.
• Strong organizational skills and ability to manage multiple client relationships and priorities simultaneously.
• Ability and willingness to travel in support of client engagement activities and workplace events, up to 75%.
• Must live in the Greater Baltimore, Maryland area to service local client companies in person 3–5 days a week.

Nice To Haves

• Bachelor’s degree.
• Life and Annuity license.
• CFP® or CRPC® designation.
• 1–2 years of client-facing experience providing financial guidance, education, or consultation.

Responsibilities

• 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 utilization of financial wellness and retirement programs.
• Act as a liaison between plan sponsors and Fidelity business partners, including local branch teams, to align resources and deliver a consistent 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.
• Educate participants on topics such as retirement planning, investment strategies, equity compensation, stock plans, tax-efficient investing, estate planning, and financial wellness.
• Build and maintain relationships with plan sponsors, Human Resources representatives, participants, and workplace stakeholders.
• Travel to support client engagement activities and workplace events, as needed.

Benefits

• Comprehensive health care coverage.
• Emotional well-being support.
• Retirement benefits.
• Paid time off.
• Parental leave.
• Charitable giving employee match program.
• Educational assistance, including student loan repayment, tuition reimbursement, and learning resources.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level