Fidelity Bank · 1 month ago
Workplace Financial Consultant - Kansas City, MO
Austin, TX
Full-time
Hybrid
Mid Level
3+ years expFidelity Bank is a privately held company focused on strengthening the financial well-being of clients. The Workplace Financial Consultant will work with local clients to provide financial advice and drive engagement with plan sponsors, ensuring participants are prepared to make better financial decisions.
BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management
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
Qualification
Required
3 years of financial services experience required
BA required
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%)
Preferred
1-2 years of customer facing experience
Demonstrated planning experience
Life & Annuity Certification
Benefits
Flexible benefits that support you through every stage of 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