Workplace Financial Consultant - Redmond, WA

About the role

As a Workplace Financial Consultant (WFC) within Fidelity’s Workplace Education, Planning & Advice (WEPA) organization, you serve as a trusted partner to plan sponsors, Human Resources representatives, participants, and internal Fidelity partners. You drive participant engagement and maximize the value of employer‑sponsored benefits programs, including 401(k), 403(b), equity compensation, stock plans, and other workplace benefits. You partner directly with plan sponsors to develop and execute ongoing engagement strategies that increase awareness, participation, and utilization of available financial wellness and retirement programs, acting as a key liaison between plan sponsors and Fidelity business partners (including local branch teams) to align resources and deliver a consistent high‑quality experience.

Responsibilities

• Provide personalized financial planning and investment guidance to participants through one‑on‑one consultations, group workshops, benefits fairs, help desk sessions, lunch‑and‑learns, and other educational events.
• Cover topics such as retirement planning, investment strategies, equity compensation, stock plans, tax‑efficient investing, estate planning, and broader financial wellness concepts.
• Proactively manage relationships with plan sponsors and participants to improve participant outcomes and strengthen Fidelity’s partnership.
• Develop and maintain relationships with plan sponsors, HR partners, and workplace stakeholders.
• Promote participant engagement and increase utilization of workplace financial benefits and resources.
• Manage multiple client relationships and priorities simultaneously.
• Travel in support of client engagement activities and workplace events (up to 75% travel).

Requirements

• Must reside in the Redmond, WA area to service local client companies on‑site 4‑5 days per week.
• Willingness and ability to travel up to 75% of the time.
• Fidelity will not provide immigration sponsorship for this position.

Qualifications

• Bachelor’s degree preferred.
• 3+ years of experience in financial services, wealth management, retirement planning, or a related advisory role.
• FINRA Series 7 and Series 66 licenses required (or ability to obtain Series 66 upon hire), with all applicable state registrations.
• Life and Annuity license preferred.
• CFP® or CRPC® designation preferred.

Skills

• Strong knowledge of financial planning and retirement planning concepts.
• 1–2 years of client‑facing experience providing financial guidance, education, or consultation (preferred).
• Demonstrated ability to effectively present and facilitate group workshops, educational sessions, and client meetings.
• Proven ability to develop and maintain relationships with plan sponsors, HR partners, and workplace stakeholders.
• Strong communication, relationship‑management, and consultative skills.
• Strong organizational skills with the ability to manage multiple client relationships and priorities simultaneously.

Benefits

• Comprehensive health care coverage and emotional well‑being support.
• Market‑leading retirement plans.
• Generous paid time off and parental leave.
• Charitable giving employee match program.
• Educational assistance including student loan repayment, tuition reimbursement, and learning resources for career development.

Pay

The base salary range