Workplace Financial Consultant - San Jose, CA

Fidelity(3 months ago)

San Jose, CAOnsiteFull TimeMedior$85,000 - $121,000Sales

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.

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Required Skills

Financial Planning
Investment Advice
Client Facing
Presentations
Relationship Building
Engagement Planning
Equity Compensation
Estate Planning
Tax Planning
Workshop Facilitation

Qualifications

Series 7
Series 66
S63
S65
Life & Annuity Certification
CFP®
CRPC®
Bachelor's Degree

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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