Workplace Financial Consultant - Milwaukee/Madison, WI

Job Description: This job requires you to live in the Greater Milwaukee/Madison, WI area, as you will be working on local client campuses 4-5 days a week. The Role The Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning & Advice (WEPA) organization, works directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy in our local workplace communities. You will 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. In addition, the WFC provides financial advice to participants through face-to-face meetings including one on ones, workshops, help desk sessions, benefits fairs, and lunch and learns. The WFC strives to ensure participants are prepared to make better decisions regarding their personal finances while ensuring industry leading customer satisfaction results are achieved. Specific responsibilities include: 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 our local branch business partners, strengthening the Personal Workplace Advantage/Partnership The Expertise and Skills You Bring 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 75%) The Team The Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities. Employers who have chosen Fidelity to administer their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs. 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, nation-wide. Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life. Joining WEPA means that you will: UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsors GROW in your skills to deliver more, world-class planning and education experiences for our participants WIN on behalf of our clients, our participants and Fidelity Certifications: Series 07 - FINRA Series 66 - FINRA Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. #J-18808-Ljbffr