Workplace Financial Consultant - Sunnyvale, CA

Fidelity Investments is a privately held company focused on strengthening the financial well-being of clients. The Workplace Financial Consultant plays a vital role in engaging with plan participants and sponsors, providing personalized financial advice and educational workshops to enhance participant understanding and 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

Skills

  • 3 years of financial services experience
  • BA
  • Series 7 and 66 required (or S63/S65)
  • Demonstrated familiarity with Financial Planning Concepts
  • 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%)
  • 1-2 years of customer facing experience
  • Demonstrated planning experience
  • Life & Annuity Certification

Benefits

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

Company Overview

  • Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. It was founded in 1946, and is headquartered in Boston, Massachusetts, USA, with a workforce of 10001+ employees. Its website is https://www.fidelity.com.

    • Company H1B Sponsorship

  • Fidelity Investments has a track record of offering H1B sponsorships, with 3 in 2025, 8 in 2024, 4 in 2023, 6 in 2022, 8 in 2021, 30 in 2020. Please note that this does not guarantee sponsorship for this specific role.

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