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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 .
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
- Provide personalized financial planning and investment guidance through one-on-one consultations, group workshops, benefits fairs, help desk sessions, lunch-and-learns, and educational events
- Advise on retirement planning, investment strategies, equity compensation, stock plans, tax-efficient investing, estate planning, and broader financial wellness
- Manage relationships with plan sponsors and workplace stakeholders
- Support client engagement activities and workplace events through travel
- Deliver education, financial planning, and advice virtually and on-site to workplace communities and plan participants nationwide
Requirements
What you’ll need- Must live in the Greater Spokane, WA or Coeur d'Alene area
- Bachelor’s degree preferred
- 5 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
- Strong knowledge of financial planning concepts and retirement planning
- 2+ years of client-facing experience providing financial guidance, education, or consultation preferred
- Ability to effectively present and facilitate group workshops, educational sessions, and client meetings
- Ability to develop and maintain relationships with plan sponsors, Human Resources partners, and workplace stakeholders
- Strong communication, relationship-management, and consultative skills
- Ability to promote participant engagement and increase utilization of workplace financial benefits and resources
- Strong organizational skills with the ability to manage multiple client relationships and priorities simultaneously
- Ability and willingness to travel in support of client engagement activities and workplace events, up to 50–75%
- Fidelity will not provide immigration sponsorship for this position
- Ability to comply with applicable securities, investment, retirement-related financial activity laws, regulations, and FINRA rules
- Certain criminal histories may restrict eligibility for employment or association with Fidelity
Benefits
Comp & perks- Comprehensive health care coverage
- Emotional well-being support
- Market-leading retirement benefits
- Generous paid time off
- Parental leave
- Charitable giving employee match program
- Educational assistance, including student loan repayment
- Tuition reimbursement
- Learning resources for career development
- Bonus or other variable compensation may be included depending on position and eligibility