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
flexibility in travel to meet Plan Sponsor requests and needs
administrative tasks such as booking travel through Concur and knowledge of the travel & expense policy

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)
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

Education Consultant I

Key skills