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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. The WFC serves as a key liaison between the client and internal business partners to create a client needs-based strategy and ensure Fidelity's overall ongoing success within a defined book of business. The WFC also provides financial advice to participants through various face-to-face meetings and strives to ensure participants are prepared to make better decisions regarding their personal finances while achieving industry-leading customer satisfaction.

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
BA required
Series 7 and 66 required (or S63/S65)
1-2 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 & Tax-Exempt Market (TEM) clients
Willingness to travel (up to 75%)

Skills

Financial Planning Concepts
Customer Facing Experience
Financial Services Experience
Problem Solving
Communication

Location

New York City
Greater New York area

Work Type

Onsite
Hybrid

Experience Level

3 years of financial services experience
1-2 years of customer facing experience

Education Level

Salary/Compensations

$65,000-$138,000 per year

Benefits

Comprehensive health care coverage
Emotional well-being support
Market-leading retirement
Generous paid time off
Parental leave
Charitable giving employee match program
Educational assistance including student loan repayment, tuition reimbursement, and learning resources

About the Company

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients.
We help people invest and plan for their future.
We assist companies and non-profit organizations in delivering benefits to their employees.
We provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
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.
We invite you to Find Your Fidelity at fidelitycareers.com
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles.
Currently, some roles and locations require 100% onsite presence, while others require less.
Onsite expectations are likely to evolve as the rollout continues.
This transition does not apply to fully remote roles.
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want!
We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates.
We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.
For information about working at Fidelity, visit FidelityCareers.com.

Equal Opportunity

Fidelity Investments is an equal opportunity employer.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.
To initiate a request for an accommodation please contact the following:
For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2
For roles based in Ireland: Contact AccommodationsIreland@fmr.com
For roles based in Germany: Contact Accommodationsgermany@fmr.com