Fidelity Bank · 5 hours ago
Education Consultant I - Midwest (IN, MI, OH, WI, MN, MO) - Bilingual in English & Spanish
Minneapolis, MN
Full-time
Hybrid
Entry Level
$85K/yr - $171K/yr
3+ years expFidelity Investments is a company focused on strengthening the financial well-being of clients. They are seeking an Education Consultant I to deliver live education workshops on financial wellness and planning topics, engaging with plan sponsors and participants to enhance retirement readiness.
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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
Candidate must reside in the Midwest (IN, MI, OH, WI, MN, MO) in order to service local clients in person
Bachelor's degree preferred and least 3 years of financial services experience
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)
Preferred
Presentation experience preferred
Bi-lingual/multi-language speaker a plus
Benefits
Comprehensive health care coverage and emotional well-being support
Market-leading retirement
Generous paid time off and parental leave
Charitable giving employee match program
Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Company
Fidelity Bank
Fidelity Bank is a commercial bank providing services financial sercvices.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-12-17Acquired
2014-09-01Private Equity
Company data provided by crunchbase