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Job description
Workplace Financial Consultant
This role requires you to live in the Redmond, WA area in order to service local client companies on their campuses in person 4-5 days a week.
As a Workplace Financial Consultant (WFC) within Fidelity's Workplace Education, Planning & Advice (WEPA) organization, you serve as a trusted partner to plan sponsors, Human Resources representatives, participants, and internal Fidelity partners. In this role, you are responsible for driving participant engagement and maximizing the value of employer-sponsored benefits programs, including 401(k), 403(b), equity compensation, stock plans, and other workplace benefits. You partner directly with plan sponsors to develop and execute ongoing engagement strategies that increase awareness, participation, and utilization of available financial wellness and retirement programs.
Acting as a key liaison between plan sponsors and Fidelity business partners, including local branch teams, you help align resources and deliver a consistent high-quality experience for all. A core component of the role is providing personalized financial planning and investment guidance to participants through one-on-one consultations, group workshops, benefits fairs, help desk sessions, lunch-and-learns, and other educational events. Topics may include retirement planning, investment strategies, equity compensation, stock plans, tax-efficient investing, estate planning, and broader financial wellness concepts. Through proactive relationship management, education, and advice, you play a critical role in improving participant outcomes and strengthening Fidelity's partnership with plan sponsors.
The Expertise and Skills You Bring
Bachelor's degree preferred
3+ years of experience in financial services, wealth management, retirement planning, or a related advisory role
FINRA Series 7 and Series licenses required (or ability to obtain Series 66 upon hire), with all applicable state registrations
Life and Annuity license preferred
CFP® or CRPC® designation preferred
Strong knowledge of financial planning concepts and retirement planning
1–2 years of client-facing experience providing financial guidance, education, or consultation preferred
Demonstrated ability to effectively present and facilitate group workshops, educational sessions, and client meetings
Proven ability to develop and maintain relationships with plan sponsors, Human Resources partners, and workplace stakeholders
Strong communication, relationship-management, and consultative skills
Ability to promote participant engagement and increase utilization of workplace financial benefits and resources
Strong organizational skills with the ability to manage multiple client relationships and priorities simultaneously
Ability and willingness to travel in support of client engagement activities and workplace events (up to 75%)
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, nationwide for our 401k, 403b, Equity Compensation and other 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.
Fidelity's Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
The base salary range for this position is $65,000-$138,000 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.
Worksite address
seattle, WA, 98127, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.