Workplace Financial Consultant

3 weeks ago

Ann Arbor, United States Fidelity Investments Full time
Job Description:

As a Workplace Financial Consultant you're to be seen as a member of the "HR Team" with your assigned plan. Your role is critical in helping each plan participant achieve success with planning towards their retirement.

This role requires you to live in the Ann Arbor, MI area area, as you will be on the local client campus 4-5 days a week.

The Expertise We're Looking For
  • Bachelor's degree
  • 5+ years of financial services experience
  • Series 7,63, 65/66 (required)
  • Certified Financial Planner (CFP) designation is preferred
  • Minimum of 5 years of proven consultative sales experience in a sales capacity providing financial planning services to high net worth clients
  • Advanced knowledge of financial planning concepts; including a general understanding of applicable tax and estate planning issues
The Purpose of Your Role

The Workplace Financial Consultant, part of Fidelity's Personal & Workplace Investments organization, provides a personalized needs-based experience focused on the participants financial priorities. WFC's enable the best possible outcomes for Tax-Exempt Market (TEM) plan sponsors and participants while increasing engagement and enabling future growth within the Tax-Exempt Market place.

The WFC delivers guidance interactions with participants around their workplace retirement saving plans. On-site guidance ranges from one-on-one appointments to group educational events focused on basic concepts such as company plan overviews and budgeting/debt management. While WFCs are able to discuss more complex topics such as income planning and portfolio reviews, these topics will be usually be handled by a Director, Retirement Planner.

The Skills You Bring
  • Excellent verbal, written and interpersonal skills and ability to maintain a professional demeanor with both internal and external clients
  • Proven sales success utilizing a consultative sales process
  • Strong time management and prioritization skills
  • Receptive to feedback and willingness to adapt to change
  • Proven capability to be proactive and demonstrate initiative
  • Strong presentation skills and ability to engage an audience
  • In-depth knowledge of the objectives, features, and benefits of Fidelity's solutions
  • Self-motivated, team player with entrepreneurial spirit
  • Relationship management skills
  • Thorough knowledge of WI Focuspoint, Salesforce and other TEM systems
The Value You Deliver
  • You'll be delivering fundamental and/or complex guidance to workplace participants, utilizing Fidelity's tools such as Portfolio Review, Income Planner, Retirement Quick Check, and Retirement Income Plan.
  • Partnering with Relationship Management to achieve client satisfaction and loyalty measures as determined by the business unit while proactively consulting with business partners to collect all relevant details pertaining to the Plan Sponsor relationship.
  • Developing and cultivate new and existing circle of influence relationships on campus and within the Retirement Planners book of business
  • Consistently achieving targeted plan sponsor satisfaction

How Your Work Impacts the Organization

You're tasked with creating awareness around retirement readiness and influencing our customers to take action to improve their personal retirement situation. You're providing value to Fidelity in a variety of ways such as increasing cash flow through increasing deferrals and driving crossover customers to create Personal & Workplace Investment flows.

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com

Fidelity Investments is an equal opportunity employer.

Certifications:
Series 07 - FINRA, Series 66 - FINRA

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.

Join Us

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.

At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

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