Education Consultant I - Midwest (IN, MI, OH, WI, MN, MO) - Bilingual in English & Spanish
About the position Education Consultant I The Role 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. We know you’re a professional presenter who interacts with Plan Sponsors and Participants daily to introduce them to the services that Fidelity provides to assist with Retirement Readiness, and to inspire them to take action. Specific responsibilities include: Deliver an outstanding educational experience by conducting on-site and virtual workshops with expertise and passion. Present and communicate to our plan participants in various mediums and timeframes – 30/60 min webinars/workshops, onsite & virtual, help desk style benefits fairs, and on demand recordings. Regularly partner with key business partners, both internal and external, to ensure that webinars and workshops are fully prepped, and all needed details acquired for a successful plan sponsor and participant experience. Ability to apply technology (Webex, Zoom, etc.) for communicating and collecting accurate attendance records. Strict adherence to business unit compliance requirements. An understanding of needed administrative tasks required for the role: Booking travel through Concur, including a knowledge of the travel & expense policy. Flexibility when it comes to schedules. Travel will often be needed outside of standard business hours. Plan Sponsor requests and needs may also require workshops and webinars outside of standard business hours. Conduct triage 1 on 1 appointments with Plan Participants – triage stated need and uncover any unstated needs in order to refer to the appropriate group for a solution. The Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities. Employers who have chosen Fidelity to coordinate their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs. Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide. Our value is delivered to over one million plan-participants every year, encouraging them to reach their financial goals and bringing the broader Fidelity Advantage to life. Joining WEPA 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
Responsibilities
- Deliver an outstanding educational experience by conducting on-site and virtual workshops with expertise and passion.
- Present and communicate to our plan participants in various mediums and timeframes – 30/60 min webinars/workshops, onsite & virtual, help desk style benefits fairs, and on demand recordings.
- Regularly partner with key business partners, both internal and external, to ensure that webinars and workshops are fully prepped, and all needed details acquired for a successful plan sponsor and participant experience.
- Ability to apply technology (Webex, Zoom, etc.) for communicating and collecting accurate attendance records.
- Strict adherence to business unit compliance requirements.
- An understanding of needed administrative tasks required for the role: Booking travel through Concur, including a knowledge of the travel & expense policy.
- Flexibility when it comes to schedules. Travel will often be needed outside of standard business hours. Plan Sponsor requests and needs may also require workshops and webinars outside of standard business hours.
- Conduct triage 1 on 1 appointments with Plan Participants – triage stated need and uncover any unstated needs in order to refer to the appropriate group for a solution.
Requirements
- Bachelor’s degree preferred and least 3 years of financial services experience
- Series 7 and 66 required (or S63/S65 combo equivalent) 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
Benefits
- flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home
- 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
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