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National Workplace Financial Consultant - New York City/Greater NYC Area

Fidelity Investments · Merrimack, NH · 2 wk ago
RemoteRemoteFinance$65k–$138k/yrFull-time

About the role

The Workplace Financial Consultant (WFC) works directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy in 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 ongoing success within a defined book of business.

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
  • Education 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
  • 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
  • Willingness to travel (up to 75%)

Qualifications

  • Life & Annuity Certification optional
  • Demonstrated ability to independently problem solve/prepare for new challenges
  • Willingness to engage in complex conversations with a clear call to action
  • Willingness to travel (up to 75%)

Skills

  • Financial Services Experience
  • Series 7 and 66 Certification (or equivalent)
  • Customer Facing Experience
  • Planning Experience
  • Problem Solving Ability
  • Complex Conversations
  • Travel

Benefits

Comprehensive health care coverage, 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.

Pay

$65,000 - $138,000 per year

Schedule

Full-time onsite presence, with flexibility as the transition evolves.

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