Workplace Financial Consultant - Palo Alto, CA at Fidelity Investments

Job description

Fidelity will not provide immigration sponsorship for this position. Job Description: Candidate will need to live in the Palo Alto area in order to be on local client campuses 3-4 days a week. The Role As a Workplace Financial Consultant (WFC) within Fidelity’s Workplace Education, Planning & Advice (WEPA) organization, you serve as a trusted partner to plan sponsors, Human Resources representatives, participants, and internal Fidelity partners. In this role, you are responsible for driving participant engagement and maximizing the value of employer-sponsored benefits programs, including 401(k), 403(b), equity compensation, stock plans, and other workplace benefits. You partner directly with plan sponsors to develop and execute ongoing engagement strategies that increase awareness, participation, and utilization of available financial wellness and retirement programs. Acting as a key liaison between plan sponsors and Fidelity business partners, including local branch teams, you help align resources and deliver consistent, high-quality client experience. A core component of the role is providing personalized financial planning and investment guidance to participants through one-on-one consultations, group workshops, benefits fairs, help desk sessions, lunch-and-learns, and other educational events. Topics may include retirement planning, investment strategies, equity compensation, stock plans, tax-efficient investing, estate planning, and broader financial wellness concepts. Through proactive relationship management, education, and advice, you play a critical role in improving participant outcomes and strengthening Fidelity's partnership with plan sponsors. The Expertise and Skills You Bring Bachelor’s degree required; advanced degree (MBA, Master’s, or related field) preferred FINRA Series 7 and Series 66 licenses required (or the ability to obtain Series 66 upon hire), with all applicable state registrations Life and Annuity license preferred CFP® or CRPC® required 7–10 years of experience in financial services, wealth management, retirement planning, or a related advisory role Minimum 3+ years of client-facing experience delivering financial planning and education Deep understanding of financial planning, retirement planning, investment management, tax-efficient investing, and workplace benefits programs Strong presentation and facilitation skills, with the ability to effectively engage audiences in both individual and group settings Proven ability to build trusted relationships with plan sponsors, Human Resources leaders, and key business stakeholders Strong consultative, relationship management, and business development skills Excellent verbal and written communication skills, with the ability to simplify complex financial concepts for diverse audiences Ability to partner effectively across internal teams, including workplace, branch, and service organizations Willingness and ability to travel extensively to support client relationships and deliver onsite educational programs (up to 75% travel) The Team The Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities. Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nationwide for our 401k, 403b, Equity Compensation and other benefits plan partners. Our value is delivered to over one million plan participants every year, encouraging them to reach their financial goals and bringing the broader Fidelity Advantage to life. Fidelity’s Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles. The base salary range for this p