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    Workplace Financial Consultant - San Jose, United States - Fidelity TalentSource LLC

    Fidelity TalentSource LLC
    Fidelity TalentSource LLC San Jose, United States

    3 weeks ago

    Fidelity TalentSource LLC background
    Description

    Job Description:


    This job requires you to live in the Bay Area of California, as you will be working on local client campuses 4-5 days a week.

    The Role

    The Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning & Advice (WEPA) 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\u00A0
    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/Partnership
    The Expertise and Skills You Bring
    3 years of financial services experience required; BA required
    Series 7 and 66 required (or S63/S65)
    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 & Tax-Exempt Market (TEM) clients
    Willingness to travel (up to 75%)
    The Team
    The 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 Fidelity
    Company Overview
    Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.
    Join Us
    At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours.

    You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home.

    Honored with a Glassdoor Employees Choice Award, we have been recognized by our employees as a Best Place to Work in 2023.

    And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

    We invite you to Find Your Fidelity at

    The base salary range for this position is $78,000 - $115,000 per year.

    \u00A0 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. \u00A0\u00A0

    We offer a wide range of

    benefits

    to meet your evolving needs and help you live your best life at work and at home.

    \u00A0These 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.

    \u00A0Note, the application window closes when the position is filled or unposted.


    Certifications:
    Series 0- FINRA, Series 6- FINRA

    Company Overview
    Fidelity Investments is a privately held company with a mission

    to strengthen the financial well-being of our clients.

    We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.
    Join Us
    At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours.

    You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home.

    Honored with a

    Glassdoor Employees Choice Award

    , we have been recognized by our employees as a top 10 Best Place to Work in 2024.

    And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

    Fidelity's working model

    blends the best of working offsite with maximizing time together in person to meet associate and business needs.

    Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

    At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry .

    Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,

    detailed in this document

    , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
    We invite you to

    Find Your Fidelity

    at

    .
    Fidelity Investments is an equal opportunity employer.

    We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

    Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to

    , or by calling

    , prompt 2, option 3.

    #J-18808-Ljbffr
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