Workplace Financial Consultant - Santa Clara County, CA

Company: Fidelity Investments
Location: San Jose
Posted on: April 15, 2025

Job Description:

Job Description: This job requires you to live in the Santa Clara County, CA area, as you will be working on local client campuses 4-5 days a week.The RoleThe Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning & Advice organization, works 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 will 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. In addition, the WFC provides financial advice to participants through face-to-face meetings including one on ones, workshops, help desk sessions, benefits fairs, and lunch and learns. The WFC strives to ensure participants are prepared to make better decisions regarding their personal finances while ensuring industry leading customer satisfaction results are achieved.Specific responsibilities include:

• 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/PartnershipThe Expertise and Skills You Bring
  • 3 years of financial services experience required; BA required
  • Series 7 and 66 required (or S63/S65 combo equivalent)
  • 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 & TEM
  • Willingness to travel (up to 75%)The TeamThe Workplace Education, Planning and Advice (WEPA) organization exists to help employees 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.
    • 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.
    • 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.Joining WEPA means that you will:
      • UNITE as one team to intentionally connect, inspire and build strong 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 FidelityThe base salary range for this position is $78,000 - $115,000 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.Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Sales

Keywords: Fidelity Investments, Modesto , Workplace Financial Consultant - Santa Clara County, CA, Accounting, Auditing , San Jose, California