Workplace Financial Consultant
Fidelity Investments is a privately held, Boston-headquartered financial services company providing investing, trading, retirement, wealth management, brokerage, workplace benefits, custody and clearing, and digital-asset services.
About Fidelity Investments
Fidelity serves individual investors, employers, wealth-management firms, institutions, innovators, and charitable donors through diversified financial-services businesses. Current offerings include brokerage and trading, mutual funds and exchange-traded products, retirement and workplace savings, financial planning and advice, wealth management, institutional custody and clearing, and crypto/digital-asset products.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will partner with plan sponsors, HR representatives, participants, and internal partners to increase engagement with workplace benefits. You will provide financial planning and investment guidance through consultations, workshops, benefits fairs, help desk sessions, and educational events, while managing client relationships and traveling for engagements.
Requirements
- 3+ years of experience in financial services, wealth management, retirement planning, or a related advisory role
- FINRA Series 7 and Series 66 licenses, or ability to obtain Series 66 upon hire
- Applicable state registrations
- Knowledge of financial planning and retirement planning
- Ability to facilitate group workshops, educational sessions, and client meetings
- Relationship management and consultative skills
- Ability to travel up to 75%
- Bachelor's degree preferred
- Life and Annuity license preferred
- CFP or CRPC designation preferred
Responsibilities
- Develop and execute participant-engagement strategies
- Partner with plan sponsors and Human Resources representatives
- Provide personalized financial planning and investment guidance
- Facilitate one-on-one consultations, workshops, benefits fairs, help desk sessions, and educational events
- Deliver education on retirement planning, investments, equity compensation, tax-efficient investing, estate planning, and financial wellness
- Manage relationships with plan sponsors and workplace stakeholders
- Travel for client engagement activities and workplace events