Education Consultant I - TX or OK

Fidelity Investments • Central, TX

1d • Hybrid

About The Position

As an Education Consultant, you are part of Fidelity’s Participant Engagement business unit, which delivers live education workshops online and in person on fundamental financial wellness and planning topics for the participants of plan sponsors that Fidelity record keeps across the Tax-Exempt Market and Corporate organizations. As a professional presenter, you will inspire Plan Sponsors and Participants daily to introduce and educate them to the Retirement Readiness services that Fidelity provides. In addition to 30/60 min webinars/workshops, onsite & virtual, help desk style benefits fairs, and on demand recordings, you will also collaborate with key business partners, both internal and external, to ensure that webinars and workshops are prepared for a successful plan sponsor and participant experience. The ability to triage stated and unstated needs in 1:1 appointments with participants and being able to refer to the appropriate group for a solution, will also be important. Flexibility in your travel is key. Plan Sponsor requests and needs may require workshops and webinars outside of standard business hours. An understanding of administrative tasks required for the role, such as, booking travel through Concur and knowledge of the travel & expense policy. Joining Workplace Education, Planning and advice 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!

Requirements

• Bachelor’s degree preferred and least 3 years of financial services experience
• Series 7 and 66 required (or S63/S65) required prior to hire
• Customer facing experience
• Demonstrated familiarity with Financial Planning Concepts
• Presentation experience preferred
• Demonstrated ability to independently problem solve/prepare for new challenges
• Willingness to build professional, persuasive presentations with a clear call to action
• Ability to achieve proficiency in fundamental workshop topics across Corporate & TEM
• Ability to conduct onsite & virtual workshops (75% travel)

Nice To Haves

• Bi-lingual/multi-language speaker a plus

Responsibilities

• deliver live education workshops online and in person on fundamental financial wellness and planning topics
• inspire Plan Sponsors and Participants daily to introduce and educate them to the Retirement Readiness services that Fidelity provides
• collaborate with key business partners, both internal and external, to ensure that webinars and workshops are prepared for a successful plan sponsor and participant experience
• triage stated and unstated needs in 1:1 appointments with participants and being able to refer to the appropriate group for a solution

Benefits

• comprehensive health care coverage and emotional well-being support
• market-leading retirement
• generous paid time off and parental leave
• charitable giving employee match program
• educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 101-250 employees