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Workplace Financial Consultant - Bay Area, (Palo Alto), CA

Company: Fidelity Investments
Location: Palo Alto
Posted on: September 17, 2023

Job Description:

Job Description:This role requires you to live in the Bay Area (Palo Alto) , as you will be on the local client campus 4-5 days a week.You are to be seen as a member of the \u201CHR Team\u201D with your assigned plan. Your role is critical in helping each plan participant achieve success with planning towards their retirement and financial goals.
The Expertise We re Looking For

  • Bachelor s degree
  • Minimum of 5 years of proven consultative sales experience in a sales capacity, providing financial planning services to high net worth clients
  • Advanced knowledge of financial planning concepts; including a general understanding of applicable tax and estate planning issues
  • Series 7, 63, 65/66 required
  • Certified Financial Planner (CFP) designation is preferred
  • Life and annuity licenses are required within a year
    The Purpose of Your RoleAs member of the Retirement Planning and Guidance team, you will be the primary point of contact for specific clients. The team works directly with employers and their plan participants to provide consultation, investment education and plan advocacy. You will grow the business in collaboration with plan administrators and HR departments. You will also serve as the liaison between the client and internal business partners to ensure Fidelity s overall ongoing success.
    The Skills You Bring
    • Excellent verbal, written and interpersonal skills and ability to maintain a professional demeanor with both internal and external clients
    • You are a consultative professional who is proficient in retirement guidance
    • You have a strong public speaking and public relations acumen
    • You have the ability and desire to develop broader and deeper business relationships
    • You are intrinsically motivated to succeed and excel in client-oriented engagements
    • You bring institutional and retail product knowledge, and you are excited about continued professional training and development
      • The Workplace Financial Consultant will be expected to deliver content either in person or virtual, dependent on plan sponsor needs
      • Ability to travel up to 50%
        Our Investments in YouWe believe it is important to approach life holistically. Our are designed to assist you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:
        • Click to hear from a few of our associates about the outstanding benefits Fidelity offers:
        • Click here for a story about how we are helping our
        • Training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
          The Value You Deliver
          • Leading high-quality face-to-face and virtual meetings for retirement plan participants, including enrollment, transition, general education, and more advanced investments
          • Providing investment direction by using guidance tools to match needs with suitable solutions
          • Acquiring, retaining, and developing the customer relationship
          • Coordinating professional regional or virtual workshops, benefit fairs and employee meetings with strong attention to detail and client satisfaction
          • Effectively creating the best possible customer experience for the participant and plan sponsor while meeting the participant s broad range of investment needs
            How Your Work Impacts the OrganizationThe Personal Investing (PI) business unit provides retail brokerage, mutual funds, managed accounts, annuities and other financial products and services to millions of individual investors. PI includes Fidelity s life insurance and annuities business, including workplace savings for tax-exempt organizations. As a Dedicated Retirement Planner within PI, you help develop and maintain assets with public sector companies in a particular region. Your work contributes to the success of a company known for customer satisfaction in the financial services industry.
            We believe in being #DifferentTogether. Fidelity s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive, inclusive workplace for all employees.
            We are proud of our diverse and inclusive workplace where we respect and value our associates for their unrivaled perspectives and experiences.

            The base salary range for this position is $90,000 - $150,000 per year. \u00A0Placement in the range will vary based on job responsibilities and scope, geographic location, candidate s relevant experience, and other factors.
            Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. \u00A0\u00A0We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. \u00A0These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. \u00A0Note, the application window closes when the position is filled or unposted.Certifications:Series 07 - FINRA, Series 66 - FINRA
            Company OverviewFidelity Investments is a privately held company with a mission -to strengthen the financial well-being of our clients. -We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.Join UsAt Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a -, we have been recognized by our employees as a Best Place to Work in 2023. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we re calling \u201C\u201D. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.We invite you to -Find Your Fidelity -at -.Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to -, or by calling 800-835-5099, prompt 2, option 3.At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

Keywords: Fidelity Investments, Palo Alto , Workplace Financial Consultant - Bay Area, (Palo Alto), CA, Professions , Palo Alto, California

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