Workplace Financial Consultant - San Jose, CA

Fidelity

4 months ago

4.4 on Glassdoor

San Jose, CA

Onsite

Full Time

Medior

0 applicants

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About this role

This Workplace Financial Consultant role at Fidelity is based in the San Jose, CA area and requires being onsite on the local client campus 4-5 days per week. The position sits within Fidelity’s Workplace Education, Planning & Advice organization and focuses on supporting plan sponsors and participants for retirement and benefits plans while promoting participant engagement and plan sponsor advocacy.

Skills

Qualifications

Series 7Series 66S63S65Life & Annuity Certification

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.