Workplace Financial Consultant

Jobtailor

Redmond (WA)

On-site

USD 95,000 - 140,000

Full time

3 days ago

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Job summary

Fidelity Investments in Redmond, WA seeks a client-focused financial advisor to partner with plan sponsors, HR teams, and participants. You will deliver personalized financial planning, retirement guidance, and education on workplace benefits such as 401(k) and equity plans.

Lead workshops, facilitate group sessions, and support client engagements on-site 4–5 days a week, with travel up to 75%. A 3+ year background in wealth management, FINRA Series 7/66, Life and Annuity licenses, and CFP/CRPC

Qualifications

Bachelor’s degree preferred.
3+ 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.
1–2 years of client-facing experience providing financial guidance, education, or consultation preferred.

Responsibilities

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
Liaise between plan sponsors and Fidelity business partners, including local branch teams
Provide personalized financial planning and investment guidance through one-on-one consultations
Lead 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 financial wellness
Manage relationships with plan sponsors and strengthen Fidelity’s partnerships
Service local client companies on their campuses in person 4–5 days a week
Travel up to 75% for client engagement activities and workplace events

Skills

Client-facing experience

Relationship management

Communication skills

Consultative skills

Presentation skills

Education

Bachelor’s degree preferred

Job description

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
Liaise between plan sponsors and Fidelity business partners, including local branch teams
Provide personalized financial planning and investment guidance through one-on-one consultations
Lead 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 financial wellness
Manage relationships with plan sponsors and strengthen Fidelity’s partnerships
Service local client companies on their campuses in person 4–5 days a week
Travel up to 75% for client engagement activities and workplace events

Requirements

Bachelor’s degree preferred
3+ 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
1–2 years of client-facing experience providing financial guidance, education, or consultation preferred
Demonstrated ability to effectively present and facilitate group workshops, educational sessions, and client meetings
Proven 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 75%)
Must live in the Redmond, WA area
Fidelity will not provide immigration sponsorship for this position

Core Competencies

Demonstrates expertise in financial planning, retirement planning, and participant engagement strategies, with a strong ability to educate and consult clients on workplace benefits. Proven track record in relationship management and effective communication with plan sponsors and stakeholders.

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