Financial Planning Expert

7 days ago

Ann Arbor, Michigan, United States Fidelity TalentSource LLC Full time

At Fidelity TalentSource LLC, we are seeking a skilled Financial Planning Expert to join our team in Ann Arbor/Brighton/Novi.

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.

About this Role

We estimate that the salary for this role will be around $80,000 - $120,000 per year, depending on experience.

Job Description

The Financial Planning Expert will work 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. The ideal candidate 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.

The role requires providing financial advice to participants through face-to-face meetings including one on ones, workshops, help desk sessions, benefits fairs, and lunch and learns. The goal is to ensure participants are prepared to make better decisions regarding their personal finances while ensuring industry leading customer satisfaction results are achieved.

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.
Requirements
  • 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.
  • Life & Annuity Certification preferred.
  • CFP® or CRPC® 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%).
What You'll Get
  • A comprehensive compensation package, including an estimated salary of $80,000 - $120,000 per year.
  • A range of flexible benefits to support you through every stage of your career.
  • Endless opportunities to build a meaningful career that positively impacts peoples lives, including yours.

We invite you to find your path at fidelitycareers.com. Fidelity Investments is an equal opportunity employer.

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