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

Key technologies and capabilities for this role

Series 7Series 66Financial PlanningInvestment Advice401k403bEquity CompensationEstate PlanningTax Efficient InvestingWorkshopsZoom

Questions & Answers

Common questions about this position

What is the salary range for the Workplace Financial Consultant position?

The base salary range for this position is $85,000 - $121,000 per year, with placement varying based on job responsibilities, scope, geographic location, candidate’s relevant experience, and other factors.

Is this role remote or does it require office presence?

This role requires you to live in the San Jose, CA area and be on the local client campus 4-5 days a week.

What are the key qualifications and skills required for this position?

The role requires 5 years of financial services experience, Series 7 and 66 (or equivalent), in-depth knowledge of financial planning concepts, ability to build plan sponsor advocacy, and 2+ years of customer-facing experience preferred. Certifications like CFP®, CRPC®, or Life & Annuity are preferred, along with advanced presenting experience and a Bachelor's degree.

What is the team culture like in the Workplace Education, Planning and Advice organization?

The team focuses on UNITE as one team to connect and build positive relationships, GROW in skills to deliver world-class experiences, and WIN for clients, participants, and Fidelity.

What makes a strong candidate for this Workplace Financial Consultant role?

Strong candidates will have 5+ years in financial services, hold Series 7 and 66 licenses, possess deep financial planning knowledge, experience building plan sponsor relationships, customer-facing skills, and preferred certifications like CFP® or CRPC® with advanced presentation abilities.

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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