Vice President of Finance at Fidelity Institutional focused on finance skill development. Collaborating with a diverse team for sales insights and financial analysis.
SF
Hybrid Workplace Financial Consultant
Posted 4 minutes ago
About the role
- Workplace Financial Consultant providing financial planning and investment advice to participants at Fidelity. Engaging with clients through meetings and workshops in the local community.
Responsibilities
- 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/Partnership
Requirements
- 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%)
Benefits
- Flexible benefits that support you through every stage of your career
- Glassdoor Employees’ Choice Award for Best Place to Work in 2023
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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