Irvine)

Fidelity•Los Angeles, CA

5d•$85,000 - $121,000•Onsite

About The Position

This job requires you to live in the Los Angeles area, as you will be working in-person on local client campuses in Santa Monica, Torrance, Long Beach & Irvine 4-5 days a week. The Role The Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning & Advice (WEPA) organization, works directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy in our local workplace communities. You will serve as a key liaison between the client and internal business partners to create a client needs-based strategy and ensure Fidelity's overall ongoing success within a defined book of business. In addition, the WFC provides financial advice to participants through face-to-face meetings including one on ones, workshops, help desk sessions, benefits fairs, and lunch and learns. The WFC strives to ensure participants are prepared to make better decisions regarding their personal finances while ensuring industry leading customer satisfaction results are achieved. Joining WEPA means that you will: UNITE as one team to intentionally connect, inspire and build strong 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

3 years of financial services experience required
BA required
Series 7 and 66 required (or S63/S65)
Demonstrated familiarity with Financial Planning Concepts
Demonstrated ability to independently problem solve/prepare for new challenges
Willingness to engage in complex conversations with a clear call to action
Ability to achieve mastery of fundamental planning and advice topics across Corporate & Tax-Exempt Market (TEM) clients
Willingness to travel (up to 75%)

Nice To Haves

1-2 years of customer facing experience preferred
Life & Annuity Certification optional
Demonstrated planning experience preferred

Responsibilities

Provide 1:1 financial planning and investment advice appointments to plan participants both virtually and in-person
Apply the Fidelity Relationship Model during participant interactions
Educate participants on introductory topics in a 1: many format via onsite workshops and Ask Fidelity sessions
Conduct ongoing engagement planning with plan sponsors
Network with participants hosting lunch and learns, help desk sessions, and by attending benefits fairs
Manage relationships with our local branch business partners, strengthening the Personal Workplace Advantage/Partnership

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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