Corporate Financial Solutions Specialist
5 days ago
About the Role
We are seeking a highly skilled Corporate Financial Solutions Specialist to join our team at Fidelity Investments. This role is perfect for individuals who are passionate about delivering exceptional financial guidance and support to clients in the Ann Arbor/Brighton/Novi, MI areas.
Job Summary
The Corporate Financial Solutions Specialist 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.
Main 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%)
Salary Range
The estimated salary range for this role is $80,000 - $120,000 per year, depending on experience.
About Fidelity Investments
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, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
Join Our Team
We invite you to join our team of dedicated professionals who share a passion for delivering exceptional service and support to our clients. If you have the skills and expertise required for this role, we encourage you to apply today.
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