Job Description:

This role requires you to live in the Greater Boise, ID area, as you will be on the local client campus 4-5 days a week.

The Role

As a Workplace Financial Consultant (WFC) you will work directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners. As a part of Fidelity's Workplace Education Planning & Advice organization, your goal is to drive greater participant engagement and plan sponsor advocacy in our local workplace communities. 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. You will be conducting ongoing engagement planning with your plan sponsors and serve as a key liaison between internal business, including our local branch partners.

In addition, you will provide financial planning and investment advice to participants through face-to-face 1:1 meetings, workshops, help desk sessions, benefits fairs, and lunch and learns. Your goal is to ensure participants are prepared to make better decisions regarding their personal finances all while keeping the customer top of mind. Topics may include, estate planning, equity compensation, stock plans, tax efficient investing, and more. Content will be delivered via Zoom or onsite at the plan sponsors desired location. Travel could be up to 75%.

Joining Workplace Education, Planning and advice means that you will:

UNITE as one team to intentionally connect, encourage and build positive 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!

The Expertise and Skills You Bring

5 years of financial services experience Series 7 and 66 required (or S63/S65 combo equivalent) required prior to hire In depth knowledge of Financial Planning Concepts Ability to build plan sponsor advocacy and access 2+ years of customer facing experience preferred  Life & Annuity Certification preferred CFP® or CRPC® preferred Demonstrated advanced presenting experience preferred Bachelor's degree preferred

The Team

The Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities. 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 for our 401k, 403b, Equity Compensation and assorted benefits plan partners. 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.

Certifications:

Series 07 – FINRA, Series 66 – FINRA