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Education Consultant I

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Fidelity Investments

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Location:
United States , Indianapolis ▼

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Category:
Education

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Contract Type:
Not provided

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Salary:

85000.00 - 171000.00 USD / Year
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Job Description:

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.

Job Responsibility:

  • 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

Requirements:

  • 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

Nice to have:

Bi-lingual/multi-language speaker a plus

What we offer:
  • 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

Additional Information:

Job Posted:
April 21, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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