Education Consultant I

• 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 refer to the appropriate group for a solution
• Perform administrative tasks required for the role, such as booking travel through Concur

• Bachelor’s degree preferred
• At 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)
• Bi-lingual/multi-language speaker a plus

Bi-lingual/multi-language speaker a plus

• 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