Workplace Financial Consultant - Kansas City, MO

Fidelity(2 months ago)

HybridFull TimeMedior$95,745 - $127,037 (estimated)Sales

About this role

The Workplace Financial Consultant (WFC) at Fidelity’s Workplace Education, Planning & Advice (WEPA) organization serves as a local liaison to plan sponsors, HR representatives, and internal partners to drive participant engagement and plan sponsor advocacy for a defined book of business in Kansas City, MO. The role focuses on delivering financial education and personalized advice to employees through face-to-face meetings, workshops, and onsite events to help participants make better personal finance decisions and support Fidelity’s client relationships.

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Required Skills

Financial Planning
Investment Advice
Participant Engagement
Client Relationships
Workshop Delivery
Relationship Management
Communication
Problem Solving
Sales
Networking

Qualifications

BA
Series 7 (FINRA)
Series 66 (FINRA)
Series 63 (FINRA)
Series 65 (FINRA)
Life & Annuity Certification (optional)

About Fidelity

fidelity.com

Fidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.

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