Fidelity TalentSource LLC | Workplace Financial Consultant

3 days ago

ann arbor, United States Fidelity TalentSource LLC Full time
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Job Description:

This job requires you to live in the Ann Arbor/Brighton/Novi, MI areas, as you will be working on local client campuses 3-4 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. 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.

  • 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\u00A0
  • 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

The Expertise and Skills You Bring

  • Bachelor's degree required, at least 5 years of financial services experience
  • Series 7 and 66 required (or S63/S65 combo equivalent)
  • 2+ years of customer facing experience preferred\u00A0
  • Life & Annuity Certification preferred
  • CFP\u00AE or CRPC\u00AE preferred
  • In depth knowledge of Financial Planning Concepts
  • Demonstrated advanced presenting experience preferred
  • 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 advanced planning and advice topics across Corporate & TEM
  • Ability to build plan sponsor advocacy and access
  • Consistent track record of success in prior role
  • Willingness to travel (up to 75%)

The Team

The Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities.

  • Employers who have chosen Fidelity to administer their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs.
  • Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide.
  • Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life.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

    Company Overview

    Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

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