Education Consultant I - TX or OK

Candidate must be reside in the Central South Region in either TX or OK in order to service local clients in person.

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. 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!

The Expertise and Skills You Bring

• 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

Note: Fidelity is not providing immigration sponsorship for this position.

The Team

The Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities. 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 for our 401k, 403b, Equity Compensation and assorted benefits plan partners. Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life