Workplace Financial Consultant - Sunnyvale, CA at Fidelity Investments

Sunnyvale, 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 Sunnyvale, CA (working on local client campuses 4-5 days a week)
3 years of financial services experience
BA required
Series 7 and 66 required (or S63/S65)
1-2 years of customer facing experience preferred
Life & Annuity Certification optional
Demonstrated familiarity with Financial Planning Concepts
Demonstrated planning experience preferred
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%)

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 local branch business partners, strengthening the Personal Workplace Advantage/Partnership
Work directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy
Serve as a key liaison between the client and internal business partners to create a client needs-based strategy and ensure Fidelity's overall ongoing success within a defined book of business

Skills

Key technologies and capabilities for this role

Series 7Series 66Financial PlanningInvestment AdviceCustomer FacingWorkshopsRelationship ManagementFidelity Relationship Model

Questions & Answers

Common questions about this position

Is this a remote position or does it require on-site work?

This role requires you to live in Sunnyvale, CA, and involves working on local client campuses 4-5 days a week.

What are the required qualifications and skills for this role?

The position requires 3 years of financial services experience, a BA degree, Series 7 and 66 licenses (or S63/S65), demonstrated familiarity with financial planning concepts, and willingness to travel up to 75%. Preferred skills include 1-2 years of customer-facing experience, demonstrated planning experience, and ability to independently problem solve.

What is the salary or compensation for this position?

This information is not specified in the job description.

What is the mission and team focus of the WEPA organization?

The Workplace Education, Planning and Advice (WEPA) organization helps employees in local workplace communities by serving as a trusted partner for plan sponsors and participants, providing education, financial planning, and advice to over one million plan participants yearly to inspire them to reach their financial goals.

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

Strong candidates will have the required 3 years of financial services experience, BA, Series 7/66 licenses, familiarity with financial planning, and customer-facing experience, along with demonstrated planning skills, problem-solving ability, and willingness to travel up to 75%.

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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