Education Consultant I - Detroit, MI

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
We invite you to Find Your Fidelity at fidelitycareers.com.
Salary Grade: 6
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.
The base salary range for this position is - per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. 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.
Certifications:
Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA
Category:
Communication

Responsibilities

Deliver live education workshops online and in person on financial wellness and planning topics; Inspire Plan Sponsors and Participants to introduce and educate them on Retirement Readiness services; Deliver 30/60 minute 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 appropriate group for a solution; Conduct onsite and virtual workshops (75% travel); Manage administrative tasks such as booking travel through Concur and understanding travel & expense policy; Maintain flexibility for travel and workshops/webinars outside standard business hours

Requirements

Reside in the Greater Detroit, MI area; At least 3 years of financial services experience; Series 7 and 66 required (or Series 63/65) prior to hire; Customer facing experience; Demonstrated familiarity with Financial Planning Concepts; 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)

Nice to have

Bachelor's degree; Presentation experience; Bi-lingual/multi-language speaker

Benefits

Comprehensive health care coverage; Emotional well-being support; Market-leading retirement; Generous paid time off; Parental leave; Charitable giving employee match program; Educational assistance including student loan repayment, tuition reimbursement, and learning resources; Bonus or other variable compensation depending on eligibility