Workplace Financial Consultant - Bay Area, CA (East Bay)
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 are responsible for driving participant engagement and maximizing 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 ongoing engagement strategies that increase awareness, participation, and utilization of financial wellness and retirement programs. As a key liaison between plan sponsors and Fidelity business partners, including local branch teams, you align resources and help deliver a consistent, high-quality client experience. You provide personalized financial planning and investment guidance to participants through one-on-one 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 candidate must live in the East Bay area to be on local client campuses three to four days a week. The role requires extensive travel to support client relationships and deliver onsite educational programs, up to 75%. Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles; current onsite expectations vary and 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.
- 7–10 years of experience in financial services, wealth management, retirement planning, or a related advisory role.
- At least 3 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 settings.
- 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 work on local client campuses three to four days a week.
Nice To Haves
- Advanced degree (MBA, Master’s, or related field).
- Life and Annuity license.
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.
- Serve as a liaison between plan sponsors and Fidelity business partners, including local branch teams, aligning resources and supporting a consistent client experience.
- Provide personalized financial planning and investment guidance through individual consultations, group 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 financial wellness.
- Build and maintain relationships with plan sponsors and participants to improve participant outcomes and strengthen Fidelity’s partnerships.
- Travel to client locations to support relationships and deliver onsite educational programs.
Benefits
- Comprehensive health care coverage
- Emotional well-being support
- Market-leading retirement benefits
- Generous paid time off
- Parental leave
- Charitable giving employee match program
- Educational assistance, including student loan repayment and tuition reimbursement
- Learning resources for career development
- Potential bonus or other variable compensation, depending on position and eligibility
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
