Workplace Financial Advisor

This role requires you to live in the San Jose, CA area, as you will be on the local client campus 4-5 days a week.

The Role

As a Workplace Financial Advisor, you will collaborate directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners. As part of Fidelity's Workplace Education Planning & Advice organization, your objective is to enhance participant engagement and foster plan sponsor advocacy within our local workplace communities. Employers that partner with Fidelity for their 401k, 403b, Equity Compensation, and various benefits plans often seek assistance in boosting engagement in these essential programs. You will be responsible for ongoing engagement planning with your plan sponsors and act as a vital link between internal teams, including our local branch partners.

Moreover, you will offer financial planning and investment advice to participants through face-to-face one-on-one meetings, workshops, help desk sessions, benefits fairs, and lunch and learns. Your aim is to empower participants to make informed decisions regarding their personal finances while prioritizing the customer experience. Topics may encompass estate planning, equity compensation, stock plans, tax-efficient investing, and more. Content will be delivered via Zoom or onsite at the plan sponsor's designated location. Travel could be up to 75%.

Joining the Workplace Education, Planning and Advice team means you will:

• UNITE as one team to build strong connections and positive relationships internally and with our plan sponsors.
• GROW in your skills to provide world-class planning and education experiences for our participants.
• WIN on behalf of our clients, participants, and Fidelity

The Expertise and Skills You Bring

• 5 years of financial services experience
• Series 7 and 66 required (or S63/S65 combo equivalent) prior to hire
• In-depth knowledge of Financial Planning Concepts
• Ability to cultivate plan sponsor advocacy and access
• 2+ years of customer-facing experience preferred
• Life & Annuity Certification preferred
• CFP® or CRPC® preferred
• Demonstrated advanced presenting experience preferred
• Bachelor's degree preferred

The Team

The Workplace Education, Planning and Advice (WEPA) organization is dedicated to assisting employees across our local workplace communities. 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, nationwide for our 401k, 403b, Equity Compensation, and assorted benefits plan partners. We deliver value to over one million plan participants every year, inspiring them to achieve their financial goals and bringing the broader Fidelity Advantage to life.

The base salary range for this position is $85,000 - $121,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

Base salary is just one component of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits designed to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off, and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, Investment Advisers Act of 1940, Investment Company Act of 1940, ERISA, various state laws governing securities, investment, and retirement-related financial activities, and the rules and regulations of several self-regulatory organizations, including FINRA, among others. Those laws and regulations may limit Fidelity's ability to hire or associate with individuals with certain Criminal Histories.