Workplace Financial Consultant - Seattle, WA

As a Workplace Financial Consultant (WFC) within Fidelity’s Workplace Education, Planning & Advice (WEPA) organization, you serve as a trusted partner to plan sponsors, Human Resources representatives, participants, and internal Fidelity partners. In this role, you are responsible for driving participant engagement and maximizing the value of employer-sponsored benefits programs, including 401(k), 403(b), equity compensation, stock plans, and other workplace benefits. You partner directly with plan sponsors to develop and execute ongoing engagement strategies that increase awareness, participation, and utilization of available financial wellness and retirement programs.

Responsibilities

Drive participant engagement and maximize the value of employer-sponsored benefits programs, including 401(k), 403(b), equity compensation, stock plans, and other workplace benefits; Partner directly with plan sponsors to develop and execute ongoing engagement strategies; Act as a key liaison between plan sponsors and Fidelity business partners, including local branch teams; Provide personalized financial planning and investment guidance to participants through one-on-one consultations, group workshops, benefits fairs, help desk sessions, lunch-and-learns, and other educational events; Topics may include retirement planning, investment strategies, equity compensation, stock plans, tax-efficient investing, estate planning, and broader financial wellness concepts

Requirements

Live in the Greater Seattle, WA area; 3+ years of experience in financial services, wealth management, retirement planning, or a related advisory role; FINRA Series 7 and Series 66 licenses required (or ability to obtain Series 66 upon hire), with all applicable state registrations; Strong knowledge of financial planning concepts and retirement planning; Demonstrated ability to effectively present and facilitate group workshops, educational sessions, and client meetings; Proven ability to develop and maintain relationships with plan sponsors, Human Resources partners, and workplace stakeholders; Strong communication, relationship-management, and consultative skills; Ability to promote participant engagement and increase utilization of workplace financial benefits and resources; Strong organizational skills with the ability to manage multiple client relationships and priorities simultaneously; Ability and willingness to travel in support of client engagement activities and workplace events (up to 75%)

Nice to have

Bachelor’s degree; Life and Annuity license; CFP or CRPC designation; 1–2 years of client-facing experience providing financial guidance, education, or consultation

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; bonus or other variable compensation