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Workplace Financial Consultant
Fidelity Investments. Serve as a trusted partner to plan sponsors, Human Resources representatives, participants, and internal Fidelity partners .
Posted 10/15/2026full-timeBerkeley • California • United StatesSeniorLead💰 $96,000 - $210,000 per yearWebsite
About the role
Key responsibilities & impact- Serve as a trusted partner to plan sponsors, Human Resources representatives, participants, and internal Fidelity partners
- 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
- Partner with plan sponsors to develop and execute engagement strategies that increase awareness, participation, and utilization of financial wellness and retirement programs
- Act as a liaison between plan sponsors and Fidelity business partners, including local branch teams
- Align resources and deliver a consistent, high-quality client experience
- Provide personalized financial planning and investment guidance through one-on-one consultations, group workshops, benefits fairs, help desk sessions, lunch-and-learns, and other educational events
- Educate participants on retirement planning, investment strategies, equity compensation, stock plans, tax-efficient investing, estate planning, and broader financial wellness concepts
- Manage relationships proactively to improve participant outcomes and strengthen Fidelity’s partnership with plan sponsors
- Support client relationships and deliver onsite educational programs
Requirements
What you’ll need- Candidate will need to live in the East Bay area
- Bachelor’s degree required; advanced degree (MBA, Master’s, or related field) preferred
- FINRA Series 7 and Series 66 licenses required (or the ability to obtain Series 66 upon hire), with all applicable state registrations
- Life and Annuity license preferred
- CFP® or CRPC® required
- 7–10 years of experience in financial services, wealth management, retirement planning, or a related advisory role
- Minimum 3+ years of client-facing experience delivering financial planning and education
- Deep understanding of financial planning, retirement planning, investment management, tax-efficient investing, and workplace benefits programs
- Strong presentation and facilitation skills
- Proven ability to build trusted relationships with plan sponsors, Human Resources leaders, and key business stakeholders
- Strong consultative, relationship management, and business development skills
- Excellent verbal and written communication skills, with the ability to simplify complex financial concepts for diverse audiences
- Ability to partner effectively across internal teams
- Willingness and ability to travel extensively, up to 75% travel
- Fidelity will not provide immigration sponsorship for this position
Benefits
Comp & perks- 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 and tuition reimbursement
- Learning resources to develop your career
- Bonus or other variable compensation may be included depending on position and eligibility