Fidelity Bank · 2 months ago
Workplace Financial Consultant - San Jose, CA
San Jose, CA
Full-time
Onsite
Mid, Senior Level
$85K/yr - $121K/yr
5+ years expFidelity Bank is seeking a Workplace Financial Consultant to engage with plan sponsor contacts and client HR representatives in the San Jose area. The role focuses on driving participant engagement in financial planning and investment advice through various channels while serving as a liaison between internal business partners and plan sponsors.
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Responsibilities
Work directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners
Conduct ongoing engagement planning with plan sponsors and serve as a key liaison between internal business, including local branch partners
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
Ensure participants are prepared to make better decisions regarding their personal finances
Deliver content via Zoom or onsite at the plan sponsors desired location
Qualification
Required
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
Preferred
2+ years of customer facing experience preferred
Life & Annuity Certification preferred
CFP® or CRPC® preferred
Demonstrated advanced presenting experience preferred
Bachelor's degree preferred
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
Fidelity Bank
Fidelity Bank is a commercial bank providing services financial sercvices.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-12-17Acquired
2014-09-01Private Equity
Company data provided by crunchbase