[Remote] Workplace Financial Consultant - Sunnyvale, CA

Note: The job is a remote job and is open to candidates in USA. Fidelity Investments is a privately held company focused on strengthening the financial well-being of clients. The Workplace Financial Consultant plays a vital role in engaging with plan participants and sponsors, providing personalized financial advice and educational workshops to enhance participant understanding and satisfaction. Responsibilities • Provide 1:1 financial planning and investment advice appointments to plan participants both virtually and in-person • Apply the Fidelity Relationship Model during participant interactions • Educate participants on introductory topics in a 1: many format via onsite workshops and Ask Fidelity sessions • Conduct ongoing engagement planning with plan sponsors • Network with participants hosting lunch and learns, help desk sessions, and by attending benefits fairs • Manage relationships with our local branch business partners, strengthening the Personal Workplace Advantage/Partnership Skills • 3 years of financial services experience • BA • Series 7 and 66 required (or S63/S65) • Demonstrated familiarity with Financial Planning Concepts • Demonstrated ability to independently problem solve/prepare for new challenges • Willingness to engage in complex conversations with a clear call to action • Ability to achieve mastery of fundamental planning and advice topics across Corporate & Tax-Exempt Market (TEM) clients • Willingness to travel (up to 75%) • 1-2 years of customer facing experience • Demonstrated planning experience • Life & Annuity Certification Benefits • Comprehensive health care coverage and emotional well-being support • Market-leading retirement • Generous paid time off and parental leave • Charitable giving employee match program • Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career Company Overview • Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. It was founded in 1946, and is headquartered in Boston, Massachusetts, USA, with a workforce of 10001+ employees. Its website is https://www.fidelity.com. Company H1B Sponsorship • Fidelity Investments has a track record of offering H1B sponsorships, with 3 in 2025, 8 in 2024, 4 in 2023, 6 in 2022, 8 in 2021, 30 in 2020. Please note that this does not guarantee sponsorship for this specific role. Apply tot his job Apply To this Job