Workplace Financial Consultant - Philadelphia PA
Workplace Financial Consultant - Philadelphia PA
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1 Vacancy
Job Description
Job Description:
This job requires you to live in the Greater Philadelphia PA area as you will be working on local client campuses 45 days a week.
The Role
The Workplace Financial Consultant (WFC) part of Fidelitys Workplace Education Planning & Advice (WEPA) organization works directly with plan sponsor contacts client HR representatives and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy in our local workplace communities. You will serve as a key liaison between the client and internal business partners to create a client needsbased strategy and ensure Fidelitys overall ongoing success within a defined book of business. In addition the WFC provides financial advice to participants through facetoface meetings including one on ones workshops help desk sessions benefits fairs and lunch and learns. The WFC strives to ensure participants are prepared to make better decisions regarding their personal finances while ensuring industry leading customer satisfaction results are achieved.
Specific responsibilities include:
- Provide 1:1 financial planning and investment advice appointments to plan participants both virtually and inperson
- 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
The Expertise and Skills You Bring
- 3 years of financial services experience required; BA required
- Series 7 and 66 required (or S63/S65
- 12 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 & TaxExempt Market (TEM) clients
- Willingness to travel (up to 75
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 401k 403b 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 onsite nationwide.
- Our value is delivered to over one million planparticipants every year inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life.
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 worldclass planning and education experiences for our participants
- WIN on behalf of our clients our participants and Fidelity
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial wellbeing of our clients. We help people invest and plan for their future. We assist companies and nonprofit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.
Join Us
At Fidelity youll 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 dont need a finance background to succeed at Fidelitywe offer a range of opportunities for learning so you can build the career youve always imagined.
We invite you to Find Your Fidelity at
Certifications:
Series 07 FINRA Series 66 FINRACategory:
SalesFidelitys hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days MF) in a Fidelity office.
Required Experience:
Contract
Employment Type
Full-Time
