Workplace Financial Consultant - Baltimore, MD / Washington DC

About the role

The Workplace Financial Consultant (WFC) role requires living in the Greater Baltimore, MD / Washington DC area to service local client companies on their campuses in person 3-5 days a week.

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
• Conduct ongoing engagement planning with plan sponsors
• Navigate 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 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 401(k), 403(b), 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. 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, and win on behalf of our clients, our participants and Fidelity.

The Team

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—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

Base Salary Range

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.

Benefits

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.