Workplace Financial Consultant
2 days ago
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 Consultant (WFC) you will work directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners. As a part of Fidelity's Workplace Education Planning & Advice organization, your goal is to drive greater participant engagement and plan sponsor advocacy in our local workplace communities. Employers who have chosen Fidelity to administer their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs. You will be conducting ongoing engagement planning with your plan sponsors and serve as a key liaison between internal business, including our local branch partners.
In addition, you will provide financial planning and investment advice to participants through face-to-face 1:1 meetings, workshops, help desk sessions, benefits fairs, and lunch and learns. Your goal is to ensure participants are prepared to make better decisions regarding their personal finances all while keeping the customer top of mind. Topics may include, estate planning, equity compensation, stock plans, tax efficient investing, and more. Content will be delivered via Zoom or onsite at the plan sponsors desired location. Travel could be up to 75%.
Joining Workplace Education, Planning and advice means that you will:
- UNITE as one team to intentionally connect, encourage and build positive relationships internally and with our plan sponsors
- GROW in your skills to deliver more, world-class planning and education experiences for our participants
- WIN on behalf of our clients, our 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) required prior to hire
- In depth knowledge of Financial Planning Concepts
- Ability to build 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 exists to help employees in 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, nation-wide for our 401k, 403b, Equity Compensation and assorted benefits plan partners. Our value is delivered to over one million plan-participants every year, inspiring them to reach 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 only part 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 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, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Sales-
Vice President, Treasury
2 weeks ago
Freedom, CA, United States Granite Industrial Full timeTreasury And Corporate Finance Leader Building a career at Granite may be the most valuable thing you could do. Find your dream job today, and be part of something great. Our most powerful partnership is the one we have with our employees. Our people are our most valued asset and the foundation of Granite's century-old success. We're building more than...
-
Vice President, Treasury
2 weeks ago
Freedom, CA, United States Granite Industrial Full timeTreasury And Corporate Finance Leader Building a career at Granite may be the most valuable thing you could do. Find your dream job today, and be part of something great. Our most powerful partnership is the one we have with our employees. Our people are our most valued asset and the foundation of Granite's century-old success. We're building more than...
-
Project Manager
2 weeks ago
Freedom, CA, United States MGE Underground, Inc. Full timeProject Manager MGE Underground is a rapidly growing utility infrastructure contractor serving utility companies from our Paso Robles headquarters and regional hubs throughout California. Our mission is to support our clients' expanding utility and infrastructure requirements by positioning MGE as the leading provider of innovative construction solutions at...
-
Pharmacist
2 weeks ago
Freedom, CA, United States Walgreens Full timeJob Description: Join Our Team at Walgreens as a Pharmacist Why Walgreens u2013 For You, For Your Family, For Your Future At Walgreens, pharmacists are medication experts and trusted healthcare providers reshaping the future of patient-focused care. With industry-leading resources, career advancement opportunities, and a strong commitment to work-life...
-
Pharmacist
4 days ago
Freedom, CA, United States Walgreens Full timeJob Description: Join Our Team at Walgreens as a Pharmacist! Why Walgreens - For You, For Your Family, For Your Future At Walgreens, pharmacists are medication experts and trusted healthcare providers reshaping the future of patient-focused care. With industry-leading resources, career advancement opportunities, and a strong commitment to work-life balance,...
-
Pharmacist
16 hours ago
Freedom, CA, United States Walgreens Full timeJob Description: Join Our Team at Walgreens as a Pharmacist! Why Walgreens - For You, For Your Family, For Your Future At Walgreens, pharmacists are medication experts and trusted healthcare providers reshaping the future of patient-focused care. With industry-leading resources, career advancement opportunities, and a strong commitment to work-life balance,...
-
Oracle Financials Consultant
4 weeks ago
Freedom, United States Staffing Full timeOracle Financials ConsultantOnsite from Day 1 Client: Genpact Role: Oracle Financials Consultant Location: Watsonville, CA 95076 Relocation: Yes Experience: 10 to 15 years Key skill: Looking for candidate with Oracle ERP consulting and implementation & roll outs experience. Candidate Profile The Senior Oracle Functional Consultant Finance Applications will...
-
Freedom, WI, United States Magellan Health Full timeThis position will provide coverage in short-term, surge and on demand situations resulting from the Military needs such as a post-deployment event or to cover an existing assignment for counselors who are absent. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at...
-
Freedom, WI, United States Magellan Health Full timeThis position will provide coverage in short-term, surge and on demand situations resulting from the Military needs such as a post-deployment event or to cover an existing assignment for counselors who are absent. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at...
-
Freedom, WI, United States Magellan Health Full timeThis position will provide coverage in short-term, surge and on demand situations resulting from the Military needs such as a post-deployment event or to cover an existing assignment for counselors who are absent. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at...
-
Freedom, WI, United States Magellan Health Full timeThis position will provide coverage in short-term, surge and on demand situations resulting from the Military needs such as a post-deployment event or to cover an existing assignment for counselors who are absent. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at...
-
Freedom, WI, United States Magellan Health Full timeThis position will provide coverage in short-term, surge and on demand situations resulting from the Military needs such as a post-deployment event or to cover an existing assignment for counselors who are absent. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at...
-
IT Vendor
3 weeks ago
Freedom, United States ITW Full timeJob Description: The IT Vendor & Financial Analyst is responsible for overseeing IT vendor contracts, financial approvals, and expense management to ensure alignment with organizational goals and budgets. This role is responsible for supporting the management of over 40 IT vendor relationships shared across multiple business divisions within the ITW Welding...
-
IT Vendor
2 weeks ago
Freedom, WI, United States ITW Full timeJob Description: The IT Vendor & Financial Analyst is responsible for overseeing IT vendor contracts, financial approvals, and expense management to ensure alignment with organizational goals and budgets. This role is responsible for supporting the management of over 40 IT vendor relationships shared across multiple business divisions within the ITW Welding...
-
Automotive Sales Consultant
2 days ago
Freedom, WI, United States Kolosso Toyota Full timeSales Consultant - Kolosso Toyota About Kolosso Toyota At Kolosso Toyota, we believe that happy employees create happy customers. Every team member plays an essential role in our success, and we take pride in maintaining a positive, high-energy environment where people love to work. Our goal is simple - to make every customer a customer for life by providing...
-
Automotive Sales Consultant
2 days ago
Freedom, WI, United States Kolosso Toyota Full timeSales Consultant - Kolosso Toyota About Kolosso Toyota At Kolosso Toyota, we believe that happy employees create happy customers. Every team member plays an essential role in our success, and we take pride in maintaining a positive, high-energy environment where people love to work. Our goal is simple - to make every customer a customer for life by providing...
