Workplace Financial Consultant - Bay Area, CA (East Bay)

Fidelity • Berkeley, CA

1d • 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 execute engagement strategies that increase awareness, participation, and use of financial wellness and retirement programs, and coordinate with Fidelity business partners, including local branch teams, to deliver a consistent client 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 may include retirement planning, investment strategies, equity compensation, stock plans, tax-efficient investing, estate planning, and general financial wellness. The position requires living in the East Bay area to be on local client campuses three to four days per week, as well as 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, and 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 ability to obtain Series 66 upon hire, with all applicable state registrations.
• CFP® or CRPC® required.
• Seven to ten years of experience in financial services, wealth management, retirement planning, or a related advisory role.
• At least three 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 audiences.
• 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 East Bay area to be on local client campuses three to four days per week.

Nice To Haves

• Advanced degree, such as an MBA, Master’s, or related field.
• Life and Annuity license.

Responsibilities

• Drive participant engagement and increase the value and utilization of employer-sponsored benefits programs.
• Partner with plan sponsors to develop and execute ongoing engagement strategies for financial wellness and retirement programs.
• Coordinate with 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 through one-on-one consultations and educational events.
• Deliver group workshops, benefits fairs, help desk sessions, lunch-and-learns, and other financial education programs.
• 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 internal partners.
• Travel to support client relationships and deliver onsite educational programs.

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.
• Depending on position and eligibility, bonus or other variable compensation.

What This Job Offers

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