Finance Business Partner providing financial, business partnering and management accounting services for the RDG Group. Supporting the delivery of management accounts, budgeting and forecasting reports.
SF
Hybrid Workplace Financial Consultant
Posted 2 weeks ago
About the role
- Workplace Financial Consultant providing financial planning and investment advice to participants at Fidelity. Engaging with clients through meetings and workshops in the local community.
Responsibilities
- 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
Requirements
- 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%)
Benefits
- Flexible benefits that support you through every stage of your career
- Glassdoor Employees’ Choice Award for Best Place to Work in 2023
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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