Workplace Financial Consultant - San Jose, CA at Fidelity Investments

San Jose, California, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

Live in the San Jose, CA area (on local client campus 4-5 days a week)
5 years of financial services experience
Series 7 and 66 required (or S63/S65 combo equivalent) prior to hire
In-depth knowledge of Financial Planning Concepts
Ability to build plan sponsor advocacy and access
2+ years of customer facing experience preferred
Life & Annuity Certification preferred
CFP® or CRPC® preferred
Demonstrated advanced presenting experience preferred
Bachelor's degree preferred

Responsibilities

Work directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners
Drive greater participant engagement and plan sponsor advocacy in local workplace communities
Conduct ongoing engagement planning with plan sponsors
Serve as a key liaison between internal business, including local branch partners
Provide financial planning and investment advice to participants through face-to-face 1:1 meetings, workshops, help desk sessions, benefits fairs, and lunch and learns
Ensure participants are prepared to make better decisions regarding their personal finances, covering topics like estate planning, equity compensation, stock plans, tax efficient investing, and more
Deliver content via Zoom or onsite at plan sponsors' desired locations (travel up to 75%)

Skills

Series 7

Series 66

Financial Planning

Investment Advice

401k

403b

Equity Compensation

Estate Planning

Tax Efficient Investing

Workshops

Zoom

Fidelity Investments

Investment management and financial services provider

About Fidelity Investments

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Boston, MassachusettsHeadquarters

1946Year Founded

$120,238.8MTotal Funding

DEBT_FINANCINGCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Risks

Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.

Increased competition from Vanguard's new division could draw clients away from Fidelity.

Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

Differentiation

Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.

Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.

Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

Upsides

Increased adoption of wearable tech could boost Fidelity's mobile solutions.

Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.

Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

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