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Financial Wellness Consultant

2 months ago

Ann Arbor, Michigan, United States Fidelity Investments Full time
Position Overview:

As a Financial Wellness Consultant, you will serve as an integral part of the "HR Team" associated with your designated plan. Your contribution is vital in guiding each participant towards effective retirement planning.

Location Requirement:

This position necessitates residency in the Ann Arbor, MI area, as you will be present on the local client campus 4-5 days a week.

Qualifications:
  • Bachelor's degree in a relevant field
  • Minimum of 5 years of experience in financial services
  • Possession of Series 7, 63, 65/66 licenses (mandatory)
  • Preferred: Certified Financial Planner (CFP) designation
  • At least 5 years of demonstrated success in consultative sales, particularly in providing financial planning services to high net worth individuals
  • Advanced understanding of financial planning principles, including relevant tax and estate planning considerations
Role Purpose:

The Financial Wellness Consultant, part of Fidelity's Personal & Workplace Investments division, offers a tailored, needs-based approach that prioritizes the financial goals of participants. This role aims to optimize outcomes for Tax-Exempt Market (TEM) plan sponsors and participants, fostering engagement and growth within the Tax-Exempt Market.

As a WFC, you will conduct guidance sessions with participants regarding their workplace retirement savings plans. These interactions may range from individual consultations to group educational seminars covering fundamental topics such as company plan details and budgeting strategies. While you will address complex issues like income planning and portfolio assessments, these will typically be managed by a Director or Retirement Planner.

Essential Skills:
  • Exceptional verbal, written, and interpersonal communication skills, maintaining professionalism with both internal and external stakeholders
  • Proven track record of sales success through a consultative approach
  • Strong organizational and time management abilities
  • Open to constructive feedback and adaptable to change
  • Demonstrated initiative and proactivity
  • Strong presentation capabilities and ability to engage audiences effectively
  • Comprehensive knowledge of Fidelity's offerings and solutions
  • Self-driven team player with an entrepreneurial mindset
  • Relationship management expertise
  • Familiarity with WI Focuspoint, Salesforce, and other TEM systems
Value Proposition:
  • Deliver both fundamental and intricate guidance to workplace participants, utilizing Fidelity's tools such as Portfolio Review, Income Planner, Retirement Quick Check, and Retirement Income Plan.
  • Collaborate with Relationship Management to enhance client satisfaction and loyalty metrics as defined by the business unit, while proactively engaging with business partners to gather pertinent information regarding the Plan Sponsor relationship.
  • Develop and nurture new and existing relationships on campus and within the Retirement Planners' network.
  • Consistently meet or exceed targeted plan sponsor satisfaction levels.
Organizational Impact:

Your role involves raising awareness about retirement preparedness and motivating clients to take actionable steps to enhance their retirement situations. You contribute to Fidelity's value in various ways, including increasing cash flow through higher deferrals and encouraging crossover clients to generate Personal & Workplace Investment flows.

Company Overview:

Fidelity is dedicated to making financial expertise widely accessible and effective in assisting individuals in achieving their desired lifestyles. As a privately held firm, we prioritize creating and maintaining a work environment that attracts top talent and reflects our commitment to our associates. For more information about working at Fidelity, please visit our website.

Fidelity Investments is an equal opportunity employer.