Education Consultant I - Detroit, MI

About the role

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.

Responsibilities

• Deliver 30/60 min webinars/workshops, onsite & virtual, help desk style benefits fairs, and on demand recordings
• Collaborate with key business partners, both internal and external, to ensure 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
• Conduct onsite & virtual workshops (75% travel)

Requirements

• Bachelor’s degree preferred and least 3 years of financial services experience
• Series 7 and 66 required (or S63/S65) required prior to hire
• 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

Qualifications

• Flexibility in your travel is key
• Understanding of administrative tasks required for the role, such as, booking travel through Concur and knowledge of the travel & expense policy

Skills

• Expertise in fundamental workshop topics across Corporate & TEM
• Ability to conduct onsite & virtual workshops (75% travel)
• Bi-lingual/multi-language speaker a plus

Benefits

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

Pay

Salary Grade: 6
The base salary range for this position is $80,000 - $120,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Schedule

Fidelity’s Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

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.

Find Your Fidelity

We invite you to Find Your Fidelity at fidelitycareers.com.

Additional Information

Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.