Workplace Financial Consultant - Kansas City, MO jobs in United States
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Fidelity Investments · 4 hours ago

Workplace Financial Consultant - Kansas City, MO

positionKansas City, MO
timeFull-time
remoteHybrid
seniorityMid Level
date3+ years exp

Fidelity Investments is a privately held company focused on strengthening the financial well-being of clients. The Workplace Financial Consultant will work directly with plan sponsors and participants to provide financial advice and education, ensuring participants are prepared to make informed decisions regarding their personal finances.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management
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Growth Opportunities
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H1B Sponsor Likelynote

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

Qualification

Financial services experienceSeries 7 certificationSeries 66 certificationCustomer facing experienceFinancial planning conceptsEngagement in conversationsPlanning experienceLife & Annuity CertificationProblem solving

Required

3 years of financial services experience
BA
Series 7 and 66 required (or S63/S65)
Demonstrated familiarity with Financial Planning Concepts
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%)

Preferred

1-2 years of customer facing experience
Demonstrated planning experience
Life & Annuity Certification

Benefits

Flexible benefits

Company

Fidelity Investments

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Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
dateFounded in 1946
location
Boston, Massachusetts, USA
people-size10001+ employees
web-link
https://www.fidelity.com

H1B Sponsorship

Fidelity Investments has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (8)
2023 (4)
2022 (6)
2021 (8)
2020 (30)

Funding

Current Stage
Late Stage
Total Funding
$152.82M
Key Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M

Leadership Team

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Abigail Johnson
Chairman & CEO
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Jeanmarie Ward
Senior Vice President of Architecture
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Recent News

Technology
UK’s Octopus Energy to sell stake in tech spin-off Kraken at $8.65bn valuation
2025-12-30
Technology
UK’s Octopus Energy to sell stake in tech unit Kraken at $8.65bn valuation
2025-12-30
Techmeme
UK-based Octopus Energy reaches a deal to sell about $1B of equity in Kraken Technologies, its tech spin-off, at an $8.65B valuation to a syndicate of investors (Financial Times)
2025-12-30
Company data provided by crunchbase