Workplace Financial Consultant - Grand Rapids, MI
Company: Fidelity Investments
Location: Grand Rapids
Posted on: July 10, 2025
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Job Description:
Job Description: This job requires you to live in the Grand
Rapids, MI area, as you will be working on local client campuses
4-5 days a week. The Role The Workplace Financial Consultant (WFC),
part of Fidelity's Workplace Education Planning & Advice (WEPA)
organization, works directly with plan sponsor contacts, client HR
representatives, and internal Fidelity partners to drive greater
participant engagement and plan sponsor advocacy in our local
workplace communities. You will serve as a key liaison between the
client and internal business partners to create a client
needs-based strategy and ensure Fidelity's overall ongoing success
within a defined book of business. In addition, the WFC provides
financial advice to participants through face-to-face meetings
including one on ones, workshops, help desk sessions, benefits
fairs, and lunch and learns. The WFC strives to ensure participants
are prepared to make better decisions regarding their personal
finances while ensuring industry leading customer satisfaction
results are achieved. Specific responsibilities include: - 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/Partnership The Expertise and Skills You Bring - 3 years
of financial services experience required; BA required - Series 7
and 66 required (or S63/S65) - 1-2 years of customer facing
experience preferred - Life & Annuity Certification optional -
Demonstrated familiarity with Financial Planning Concepts -
Demonstrated planning experience preferred - 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%) The Team The Workplace Education,
Planning and Advice (WEPA) organization exists to help employees in
our local workplace communities. - Employers who have chosen
Fidelity to administer their 401k, 403b, Equity Compensation and
assorted benefits plans often require help driving engagement in
these valuable programs. - Our mission is to serve as a trusted
partner for plan sponsors and participants, providing education,
financial planning and advice, both virtually and on-site,
nation-wide. - Our value is delivered to over one million
plan-participants every year, inspiring them to reach their
financial goals and bringing the broader Fidelity Advantage to
life. Joining WEPA means that you will: - UNITE as one team to
intentionally connect, inspire and build strong relationships
internally and with our plan sponsors - GROW in your skills to
deliver more, world-class planning and education experiences for
our participants - WIN on behalf of our clients, our participants
and Fidelity Company Overview Fidelity Investments is a privately
held company with a mission to strengthen the financial well-being
of our clients. We help people invest and plan for their future. We
assist companies and non-profit organizations in delivering
benefits to their employees. And we provide institutions and
independent advisors with investment and technology solutions to
help invest their own clients’ money. Join Us At Fidelity, you’ll
find endless opportunities to build a meaningful career that
positively impacts peoples’ lives, including yours. You can take
advantage of flexible benefits that support you through every stage
of your career, empowering you to thrive at work and at home.
Honored with a Glassdoor Employees’ Choice Award, we have been
recognized by our employees as a Best Place to Work in 2023. And
you don’t need a finance background to succeed at Fidelity—we offer
a range of opportunities for learning so you can build the career
you’ve always imagined. We invite you to Find Your Fidelity at
fidelitycareers.com Certifications: Series 07 - FINRA, Series 66 -
FINRA Category: Sales Fidelity’s hybrid working model blends the
best of both onsite and offsite work experiences. Working onsite is
important for our business strategy and our culture. We also value
the benefits that working offsite offers associates. Most hybrid
roles require associates to work onsite every other week (all
business days, M-F) in a Fidelity office.
Keywords: Fidelity Investments, Kalamazoo , Workplace Financial Consultant - Grand Rapids, MI, Customer Service & Call Center , Grand Rapids, Michigan