Workplace Financial Consultant

2 weeks ago

Aurora, United States Fidelity Investments Full time
Job Description:

This job requires you to live in the Knoxville, TN area, as you will be working on local client campuses 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.

Specific responsibilities include:
  • 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
The Expertise and Skills You Bring
  • 3 years of financial services experience required; BA required
  • Series 7 and 66 required (or S63/S65)
  • 1-2 years of customer facing experience preferred
  • Life & Annuity Certification optional
  • Demonstrated familiarity with Financial Planning Concepts
  • Demonstrated planning 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 fundamental planning and advice topics across Corporate & Tax-Exempt Market (TEM) clients
  • 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.

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.

We invite you to Find Your Fidelity at fidelitycareers.com

Certifications:
Series 07 - FINRA, Series 66 - FINRA

Category:

Sales

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

  • Employment Consultant

    5 days ago

    Aurora, Colorado, United States Best Buddies Int. Inc Full time

    Job Title: Employment ConsultantBest Buddies International is a nonprofit organization dedicated to creating opportunities for one-to-one friendships, integrated employment, leadership development, and inclusive living for individuals with intellectual and developmental disabilities (IDD).We are seeking an Employment Consultant to join our team in Golden,...

  • Employment Consultant Lead

    2 weeks ago

    Aurora, Colorado, United States Best Buddies Int. Inc Full time

    Job SummaryBest Buddies International is a nonprofit organization dedicated to creating opportunities for individuals with intellectual and developmental disabilities (IDD) to achieve their full potential. We are seeking a highly motivated and compassionate Employment Consultant Lead to join our team.Job ResponsibilitiesProvide one-to-one coaching and...

  • Employment Consultant Lead

    2 weeks ago

    Aurora, Colorado, United States Best Buddies Int. Inc Full time

    Job Title: Lead, Employment ConsultantAbout the Role:The Lead, Employment Consultant will serve as a coach, mentor, and vocational support professional working one-to-one with individuals with intellectual and developmental disabilities (IDD) to support them in obtaining employment in their communities and improving their quality of life.Key...

  • Senior Financial Analyst

    4 weeks ago

    Aurora, Illinois, United States Entegris Full time

    Job Title: Senior Financial AnalystJob Description:Why Work at Entegris?At Entegris, we're committed to fostering a culture that values diversity, equity, and inclusion. Our goal is to create a workplace where everyone feels valued, respected, and empowered to contribute their best work.Our Core Values:People - We believe that our employees are our greatest...

  • Plant Financial Analyst

    2 weeks ago

    Aurora, Missouri, United States Ensign-Bickford Industries Full time

    Job DescriptionThis opportunity is located within our AFB International business, the global science and technology leader in pet food palatability. We develop and produce a full range of liquid and dry palatability enhancers using high-quality ingredients proven to optimize companion animal response and consumption.Key ResponsibilitiesAnalyze financial...

  • Plant Financial Analyst

    4 weeks ago

    Aurora, Missouri, United States Ensign-Bickford Industries Full time

    Job SummaryThis is a challenging opportunity to join our team as a Plant Accountant, where you will play a key role in developing, interpreting, and implementing complex financial and accounting concepts. You will be responsible for analyzing monthly financial results, identifying key variance drivers, and coordinating financial projections. Additionally,...

  • Life Insurance Consultant for Future Entrepreneurs

    1 month ago

    Aurora, Colorado, United States AMG S Group Full time

    Job OverviewAMG S Group is a distinguished financial services marketing firm, committed to delivering tailored insurance solutions that cater to the diverse needs of our clients.We prioritize empowering our agents to thrive on their own terms, offering the flexibility to develop their business in a manner that aligns with their personal goals.Our extensive...

  • Sr. Relationship Manager

    4 weeks ago

    Aurora, United States Wintrust Financial Full time

    Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. Wintrust operates fifteen community bank...

  • Leasing Consultant

    3 weeks ago

    Aurora, United States Asset Living Full time

    Job DescriptionJob DescriptionCompany OverviewAsset Living is a third-party management firm and a proven partner in fostering thriving communities nationwide. Founded in 1986, Asset Living has decades of experience delivering exceptional value to our partners. Since the beginning, our undeniable passion has driven our organic growth from a small property...

  • Mortgage Consultant/Loan Officer

    1 week ago

    Aurora, Colorado, United States American Financing Corp Full time

    Job SummaryThe Mortgage Consultant will be responsible for initiating the mortgage process for potential clients, preparing, analyzing, and verifying mortgage loan applications for the purchase or refinance of real estate.Key ResponsibilitiesInterviews potential and current clients to understand their lending needs, including first-time mortgages or...

  • Financial Solutions Advisor

    2 months ago

    Aurora, United States Bank of America Full time

    Job Description: This job will be open and accepting applications for a minimum of seven days from the date it was posted. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and...

  • Data Center Engineer Consultant

    6 days ago

    Aurora, United States Next Step Systems Full time

    Data Center Engineer Consultant - Part-Time Contractor We are seeking a talented and self-motivated Data Center Engineer to join our growing IT team. We are open to someone consulting on a part-time basis. In addition, we could foresee this role being a consult-to-hire role. The Data Center Engineer should be able to travel to local data centers on a regular...

  • Relationship Banker

    2 months ago

    North Aurora, United States Wintrust Financial Full time

    Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. Wintrust operates fifteen community bank...

  • Design Sales Consultant

    4 weeks ago

    Aurora, Colorado, United States 3 Day Blinds Full time

    About 3 Day Blinds3 Day Blinds is a national retailer and manufacturer of quality, custom-made blinds, shades, draperies, and shutters. As part of the Hunter Douglas family of brands, we've successfully helped transform homes and workplaces by offering a wide variety of products that add beauty and comfort to every space.Our CultureWe strive to create a...

  • Customer Service Representative

    3 weeks ago

    Aurora, Illinois, United States Fifth Third Full time

    About the RoleWe are seeking a highly skilled and customer-focused individual to join our team as a Bilingual Spanish Speaking Customer Service Representative. As a key member of our Financial Center team, you will be responsible for providing exceptional customer service, building relationships, and driving sales growth.Key ResponsibilitiesDeepen...

  • Sales Consultant

    1 month ago

    North Aurora, Illinois, United States Gerald Auto Group Full time

    Job SummaryWe are seeking a highly motivated and results-driven Sales Consultant to join our team at Genesis of North Aurora, a part of the esteemed Gerald Auto Group. As a Sales Consultant, you will be responsible for managing every aspect of the sales process, from prospecting to vehicle delivery, and presenting and demonstrating our extensive...

  • Sr. Relationship Manager

    4 weeks ago

    Aurora, IL, United States Wintrust Financial Full time

    Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. Wintrust operates fifteen community bank...

  • Data Center Engineer Part-Time Consultant

    3 weeks ago

    Aurora, United States XR Trading LLC Full time

    Job Title: Data Center Engineer Part-Time ConsultantXr Trading LLC is a leading proprietary trading firm with a global presence. We are seeking a talented and self-motivated part-time Data Center Engineer to join our growing IT team.Key Responsibilities:Logistics coordination, installation, documentation, and troubleshooting of physical equipment at...

  • Insurance Sales Consultant

    2 weeks ago

    Aurora, Colorado, United States Metzen Agency Full time

    Job OpportunityWe are seeking a highly motivated and driven individual to join our team as a Life Insurance Sales Representative. As a fully remote sales representative, you will have the opportunity to work with a dynamic and growing company, The Metzen Agency, part of Symmetry Financial Group.Key ResponsibilitiesProspect and engage with potential customers...

  • Retail Style Consultant

    1 week ago

    Aurora, Ohio, United States Knitwell Group Full time

    About UsAt Ann Taylor, we're committed to empowering women to live their best lives. Our brand embodies the spirit of American women, celebrating their confidence, heritage, and individuality. We're dedicated to providing women with the tools they need to navigate their multifaceted lives, from the office to special occasions and everything in...