Workplace Financial Consultant - Sunnyvale, CA

Fidelity(2 months ago)

Sunnyvale, CAOnsiteFull TimeMedior$90,000 - $140,000Sales

About this role

The Workplace Financial Consultant (WFC) at Fidelity's Workplace Education Planning & Advice (WEPA) works with plan sponsors, HR contacts, and internal partners to drive participant engagement and deliver financial education and planning. Based in Sunnyvale, CA, the role provides one-on-one and group financial advice and serves as a local liaison to ensure Fidelity’s success within a defined book of business.

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Required Skills

Financial Planning
Client Engagement
Relationship Management
Workshop Delivery
Investment Advice
Networking
Communication
Compliance
Travel

Qualifications

BA
Series 7 - FINRA
Series 66 - FINRA
Series 63 - FINRA (alternate)
Series 65 - NASAA (alternate)
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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