Job Description

Workplace Managed Account Consultant

The Role

As a Workplace Managed Account Consultant in the Retail & Workplace Planning and Advice (RWPA) organization, you will engage with Workplace Investing participants to identify solutions that will help them in their journey to financial well-being. You will be engaging Fidelity Personalized Planning & Advice – Workplace (FPPA-W) participants through inbound and outbound telephone calls, as well as pre-scheduled appointments. You will help participants with deeper, more sophisticated retirement planning and service needs, ensuring participants appreciate the importance of Fidelity’s goal-based management approach.

Using the Fidelity Relationship Model and practice management expertise, you will assess and address participants’ needs by delivering in-depth planning and advice on complex financial topics. You will provide personalized guidance on FPPA-W personalization, distribution options, investment strategies, and retirement readiness, leveraging digital resources and support tools to help participants achieve their financial goals.

Candidates must have experience in Financial Services; experience in RWPA or Workplace Investing is desirable.

The Expertise and Skills you Bring

• Bachelor’s degree or equivalent work experience
• FINRA Series 7 & 66 prior to hire
• Financial Services experience required; RWPA or Workplace Investing experience preferred
• Ability to effectively assist clients by integrating Fidelity’s planning, guidance, and service technologies with sound financial planning expertise and a strong understanding of the regulatory responsibilities associated with the required licenses
• Passion for engaging and helping participants create their path to financial well-being
• Strong written, verbal, and interpersonal communication skills
• Commitment to building trust and deepening client relationships
• Experience with pre-scheduled appointments, practice management, operational integrity, and conducting effective and efficient planning appointments
• Strong ability to apply personalized planning and investment solutions using Fidelity's advice tools to deliver seamless, end-to-end planning experiences
• Explore current and future needs while establishing a working understanding of plan options and benefits
• Ability to introduce a service model with resources that support the development of the overall Fidelity relationship based on the shifting needs of the participant
• Provide personalized end-to-end planning and advice for FPPAW participants on topics such as retirement savings, saving for college, tax efficiency and debt pay off
• Leverage Fidelity-based tools to integrate knowledge of savings and investment goals across workplace and retail accounts and deliver personalized solutions that address each participant's unique needs

The Team

Workplace Planning and Advice is comprised of 1300+ licensed planning and advice professionals within the broader RWPA. Our mission is to help participants develop their journey toward financial well-being. We do this through complete retirement planning and in-plan advice. These services are delivered by associates highly motivated to provide the best participant experience. Our Workplace Managed Account Consultants work with participants enrolled in Fidelity Personalized Planning & Advice – Workplace. They help participants understand Fidelity’s goal-focused management by addressing personalization needs. They build stronger participant relationships through financial planning and offer support via a team-based relationship model.

Fidelity’s Onsite Working Model

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications

Series 07 - FINRA, Series 66 - FINRA

Category

Sales

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.