Team Leader, Workplace Planning and Advice
The Team Leader is a key member of the Workplace Planning & Advice (WPA) business group providing leadership to a team of licensed Workplace Planning Consultants. Their primary responsibility is to lead, coach, and develop their team in order to drive exceptional customer experiences and build lifetime relationships with our customers through financial planning and investment guidance.
The Expertise We’re Looking For
The Purpose of Your Role
The Team Leader provides oversight and leadership to their team, as well as, thought leadership to the organization, help drive incremental value to our participants and the WPA organization. The right candidate will provide subject matter expertise to our strategy teams, as well as, local regional leadership and representation.
The Skills You Bring
Note: Fidelity is not providing immigration sponsorship for this position.
The Value You Deliver
How Your Work Impacts the Organization
WPA is responsible for growing lifetime relationships, specifically expanding participant’s relationships with Fidelity to include both employer-sponsored and personal assets. WPA is tasked with providing needs-based solutions to our participants based on their specific needs and ensuring better financial outcomes for all Fidelity customers.
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com
Fidelity Investments is an equal opportunity employer.
The base salary range for this position is $66,000-125,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
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-related 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.
Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA
Customer Service
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India.
For our Terms and Conditions, please visit http://go.fidelity.com/LIterms
