Workplace Financial Consultant

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 Requirements 3+ years of financial services experience required 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 50%) #J-18808-Ljbffr Jobtailor