Workplace Financial Consultant - West Virginia(Morgantown/Charleston)
Fidelity Investments, Morgantown, West Virginia, United States, 26501
Job Description
Live in West Virginia (Morgantown or Charleston) to serve local client companies on campus, in person 2‑3 days a week.
The Role The Workplace Financial Consultant (WFC) works directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy within local workplace communities. As a key liaison, you will create a client needs‑based strategy and secure Fidelity’s ongoing success within a defined book of business. You will also provide financial advice through face‑to‑face meetings, including one‑on‑ones, workshops, help desk sessions, benefits fairs, and lunch and learns.
Specific 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
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 50%)
The Team
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
Company Overview Fidelity 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. We provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
Join Us At 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 Glassdoor Employees’ Choice Award, 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.
Certifications Category: Sales
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The Role The Workplace Financial Consultant (WFC) works directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy within local workplace communities. As a key liaison, you will create a client needs‑based strategy and secure Fidelity’s ongoing success within a defined book of business. You will also provide financial advice through face‑to‑face meetings, including one‑on‑ones, workshops, help desk sessions, benefits fairs, and lunch and learns.
Specific 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
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 50%)
The Team
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
Company Overview Fidelity 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. We provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
Join Us At 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 Glassdoor Employees’ Choice Award, 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.
Certifications Category: Sales
#J-18808-Ljbffr