Workplace Financial Consultant - Palo Alto, CA

Candidate will need to live in the Palo Alto area in order to be on local client campuses 3-4 days a week. 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. A core component of the role is providing 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.

Responsibilities

Serve as a trusted partner to plan sponsors, Human Resources representatives, participants, and internal Fidelity partners; 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 that increase awareness, participation, and utilization of financial wellness and retirement programs; 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; Proactive relationship management, education, and advice to improve participant outcomes

Requirements

Bachelor's degree required; FINRA Series 7 and Series 66 licenses required (or the ability to obtain Series 66 upon hire), with all applicable state registrations; CFP® or CRPC® required; 7–10 years of experience in financial services, wealth management, retirement planning, or a related advisory role; Minimum 3+ years of client-facing experience delivering financial planning and education; Deep understanding of financial planning, retirement planning, investment management, tax-efficient investing, and workplace benefits programs; Strong presentation and facilitation skills, with the ability to effectively engage audiences in both individual and group settings; Proven ability to build trusted relationships with plan sponsors, Human Resources leaders, and key business stakeholders; Strong consultative, relationship management, and business development skills; Excellent verbal and written communication skills, with the ability to simplify complex financial concepts for diverse audiences; Ability to partner effectively across internal teams, including workplace, branch, and service organizations; Willingness and ability to travel extensively to support client relationships and deliver onsite educational programs (up to 75% travel)

Nice to have

Bachelor's degree required; advanced degree (MBA, Master's, or related field) preferred; Life and Annuity license preferred

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 to develop your career; Bonus or other variable compensation may be included depending on position and eligibility