Workplace Planning Consultant I

Jacksonville, Florida (US)
April 11 2019

As a Workplace Planning Consultant I, you will be focused on helping our participants achieve better financial outcomes by engaging in consultative conversations about their workplace 401(k) plans and retail account options over the phone. You will provide planning and advice on a wide range of topics, including 401(k) plan enrollments, distribution options, account consolidation options, investment strategies, and retirement readiness. By using digital resources and support tools, you will recognize and present guidance on a plan that best meets the participant’s investment goals.  

The Team  

The Workplace Planning Consultant is part of Fidelity’s Workplace Planning and Advice group. We are a leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. We believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in your hands. A career at Fidelity means you’ll be the one who will personally work with them to help achieve their dreams- whether that’s saving for college, for retirement, for a big vacation, or anything else. This is an important responsibility and that’s why we’ll surround you with amazing, supportive people and all the tools you need.  

The Expertise you have

  • College degree preferred
  • Financial services experience
  • FINRA Series 7 essential, 63 or 66 preferred
  • The Skills You Bring
  • You have superb relationship and customer experience excellence
  • Your financial acumen and knowledge of the financial services market, economy and industry trends will prepare your for this role
  • Your extraordinary interpersonal and communication skills will allow you to understand a participant's situation and provide appropriate solutions and next steps in a single interaction
  • The Value You Deliver
  • Uncovering and identifying the needs while providing guidance on asset-related decision-making
  • Advocating for healthy savings habits
  • Introducing digital relationship options so the participant can maintain and monitor their accounts
  • Resolving needs of the participant to ensure a positive experience


Company Overview   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