Education Consultant

The Role of an Education Consultant

As an Education Consultant at Fidelity’s Participant Engagement business unit, you will be instrumental in delivering live financial education workshops, both online and in-person. These workshops cover fundamental financial wellness and planning topics for participants of plan sponsors that Fidelity record keeps across the Tax-Exempt Market and Corporate organizations. You will act as a professional presenter, interacting with Plan Sponsors and Participants daily to introduce them to Fidelity's services, assisting with Retirement Readiness, and inspiring action.

Specific responsibilities include:

• Deliver an outstanding educational experience by conducting on-site and virtual workshops with expertise and passion.
• Present and communicate to plan participants in various mediums and timeframes – including 30/60 minute webinars/workshops, onsite and virtual sessions, help desk style benefits fairs, and on-demand recordings.
• Regularly partner with key business partners, both internal and external, to ensure webinars and workshops are fully prepped and all necessary details are acquired for a successful plan sponsor and participant experience.
• Apply technology (Webex, Zoom, etc.) for communicating and collecting accurate attendance records.
• Strictly adhere to business unit compliance requirements.
• Manage administrative tasks, including booking travel through Concur and understanding travel & expense policies.
• Demonstrate flexibility with schedules, as travel and workshop requests may occur outside standard business hours.
• Conduct triage 1-on-1 appointments with Plan Participants, identifying stated and unstated needs to refer them to the appropriate group for solutions.

Expertise and Skills Required

To succeed in this Education Consultant role, you should bring the following expertise and skills:

• Bachelor’s degree is preferred, along with at least 3 years of financial services experience.
• Series 7 and 66 licenses (or S63/S65 combo equivalent) are required prior to hire.
• Demonstrated customer-facing experience.
• Familiarity with Financial Planning Concepts.
• Presentation experience is preferred.
• Proven ability to independently problem-solve and 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.
• Capability to conduct onsite & virtual workshops, requiring up to 75% travel.
• Being bi-lingual/multi-language speaker is a plus.

About the Team

The Workplace Education, Planning and Advice (WEPA) organization is dedicated to helping employees within local workplace communities. We partner with employers who have chosen Fidelity for their 401k, 403b, Equity Compensation, and other benefits plans, 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, nationwide. We impact over one million plan-participants annually, encouraging them to achieve their financial goals and bringing the broader Fidelity Advantage to life.

Joining WEPA means 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.

Key skills/competency

• Financial Education
• Workshop Delivery
• Client Engagement
• Retirement Planning
• Investment Knowledge
• Series 7 & 66 Licensed
• Public Speaking
• Virtual Presentation
• Compliance Adherence
• Travel Management