Workplace Financial Consultant - Baltimore, MD

Fidelity Investments • Baltimore, MD

4d • $65,000 - $138,000 • Onsite

About The Position

As a Workplace Financial Consultant (WFC) within 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 help maximize the value of employer-sponsored benefits programs, including 401(k), 403(b), equity compensation, stock plans, and other workplace benefits. You partner with plan sponsors to develop and execute engagement strategies that increase awareness, participation, and utilization of financial wellness and retirement programs.

You act as a liaison between plan sponsors and Fidelity business partners, including local branch teams, aligning resources to deliver a consistent, high-quality 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 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 serve local client companies in person on their campuses 3–5 days per week. Travel to support client engagement activities and workplace events may be up to 75%. Fidelity is transitioning toward 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

• At least 3 years of experience in financial services, wealth management, retirement planning, or a related advisory role.
• FINRA Series 7 and Series licenses required, or ability to obtain Series 66 upon hire, with all applicable state registrations.
• Strong knowledge of financial planning concepts and retirement planning.
• Demonstrated ability to present and facilitate group workshops, educational sessions, and client meetings.
• 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 utilization 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 on their campuses 3–5 days per week.

Nice To Haves

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

Responsibilities

• Develop and execute ongoing engagement strategies with plan sponsors to increase awareness, participation, and use of workplace financial wellness and retirement programs.
• Serve as a trusted partner to plan sponsors, Human Resources representatives, participants, and internal Fidelity partners.
• Act as a liaison between plan sponsors and Fidelity business partners, including local branch teams, and align resources to deliver a consistent, high-quality experience.
• Provide personalized financial planning and investment guidance through one-on-one consultations, workshops, benefits fairs, help desk sessions, lunch-and-learns, and other educational events.
• Educate participants on retirement planning, investment strategies, equity compensation, stock plans, tax-efficient investing, estate planning, and broader financial wellness.
• Promote participant engagement and help improve participant outcomes and strengthen Fidelity’s partnerships with plan sponsors.
• Travel to client engagement activities and workplace events as needed, up to 75%.

Benefits

• Comprehensive health care coverage and emotional well-being support.
• Market-leading retirement benefits.
• Generous paid time off and parental leave.
• Charitable giving employee match program.
• Educational assistance, including student loan repayment, tuition reimbursement, and learning resources for career development.
• Depending on position and eligibility requirements, the offer may include bonus or other variable compensation.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed