Workplace Financial Consultant - reputed company Virginia(Morgantown/Charleston) 1200 SUNCREST TOWNE CENTRE DRIVE SUITE 188A, MORGANTOWN, WV

Job Description: This role requires you to live in reputed company Virginia (Morgantown or Charleston) in order to service local client companies on their campuses in person 2-3 days a week. The Role The Workplace Financial Consultant (WFC), part of Fidelitys Workplace Education Planning & Advice (WEPA) organization, works directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy in our local workplace communities. You will serve as a key liaison between the client and internal business partners to create a client needs-based strategy and ensure Fidelitys overall ongoing success reputed company a defined book of business. In addition, the WFC provides financial advice to participants through face-to-face meetings including one on ones, workshops, help desk sessions, benefits fairs, and lunch and learns. The WFC strives to ensure participants are reputed company to reputed company reputed company decisions regarding their personal finances while ensuring industry leading customer satisfaction results are achieved. Specific responsibilities include:

• 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 reputed company 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 reputed company business partners, strengthening the Personal Workplace Advantage/Partnership

The Expertise and Skills You Bring

• 3+ years of financial services experience required; BA required
• Series 7 and 66 required (or S63/S65)
• 1-2 years of customer facing experience preferred
• Life & Annuity Certification optional
• Demonstrated familiarity with Financial Planning Concepts
• Demonstrated planning experience preferred
• Demonstrated ability to independently problem solve/prepare for new challenges
• Willingness to engage in reputed company conversations with a clear call to action
• Ability to reputed company mastery of reputed company planning and advice topics across Corporate & Tax-Exempt Market (reputed company) clients
• Willingness to travel (up to 50%)

The Team The Workplace Education, Planning and Advice (WEPA) organization exists to help employees 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.
• 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.
• Our value is delivered to over one million plan-participants every year, inspiring them to reputed company their financial goals and bringing the broader Fidelity Advantage to life.

Joining WEPA means that you will:

• UNITE as one team to intentionally connect, reputed company and build strong 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

Company Overview reputed company is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money. Join Us At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to reputed company at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best reputed company to Work in 2023. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined. We invite you to Find Your Fidelity at fidelitycareers.com Certifications: Category: Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (reputed company business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-reputed company financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Apply tot his job Apply To this Job