Fidelity Investments · 2 months ago
Education Consultant I - Arlington, VA
Merrimack, NH
Full-time
Hybrid
Entry Level
3+ years expFidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. The Education Consultant I will deliver educational workshops on financial wellness and planning topics, engaging with plan participants and sponsors to inspire action towards retirement readiness.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
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
Qualification
Required
Series 7 and 66 required (or S63/S65 combo equivalent) required 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)
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
Ability to apply technology (Webex, Zoom, etc.) for communicating and collecting accurate attendance records
Preferred
Bachelor's degree preferred and least 3 years of financial services experience
Presentation experience preferred
Bi-lingual/multi-language speaker a plus
Benefits
Flexible benefits that support you through every stage of your career
Dynamic Working
Hybrid schedule
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
2026-01-23
Livemint.com
2026-01-22
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