Workplace Financial Consultant

2 weeks ago

Seattle, Washington, United States Fidelity Investments Full time
Job Title: Workplace Financial Consultant

At Fidelity Investments, we're seeking a skilled Workplace Financial Consultant to join our team. As a key member of our Workplace Education, Planning and Advice (WEPA) organization, you'll play a critical role in helping employees in our local workplace communities achieve their financial goals.

Job Summary:

The Workplace Financial Consultant 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. You'll 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.

Key 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:
  • 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%)
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. 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.

We're committed to creating a workplace culture that values diversity, equity, and inclusion. 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, 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.

We invite you to Find Your Fidelity and join our team of dedicated professionals who are passionate about helping others achieve their financial goals.

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