[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/PartnershipSkills• 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 CertificationBenefits• 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 careerCompany 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 isCompany 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