Workplace Financial Consultant - Milwaukee/Madison, WI

About the role

The Workplace Financial Consultant (WFC) is part of Fidelity's Workplace Education Planning & Advice (WEPA) organization. They work 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.

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
• Bachelor's degree (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

• 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 Planning Concepts
• Planning Experience
• Problem Solving Ability
• Complex Conversations
• Travel

Benefits

Joining WEPA means that you will unite as one team to intentionally connect, inspire, and build strong relationships internally and with our plan sponsors. You will grow in your skills to deliver more, world-class planning and education experiences for our participants. You will win on behalf of our clients, our participants, and Fidelity.

Pay

Details about pay are not specified in this job description.

Schedule

Details about schedule are not specified in this job description.