Workplace Financial Consultant - Kansas , MO

Position: Workplace Financial Consultant - Kansas City, MO

Workplace Financial Consultant - Kansas City, MO at Fidelity Investments

Job Description

This job requires you to live in Kansas City, MO, as you will be working with local clients onsite some days.

The Workplace Financial Consultant (WFC), part of Fidelity's 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 Fidelity's overall ongoing success within 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 prepared to make better decisions regarding their personal finances while achieving industry‑leading customer satisfaction results.

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 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

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 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%)

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 401(k), 403(b), 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 reach their financial goals and bringing the broader Fidelity Advantage to life.

Joining WEPA Means That You Will

• UNITE as one team to intentionally connect, inspire 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

Fidelity Investments 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.

Certifications

Series 07 – FINRA, Series 66 – FINRA

Category

Sales

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Finance and Sales

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