Education Consultant I
skillventory - A Leading Talent Research Firm
full-time
Posted on:
Location Type: Hybrid
Location: Oklahoma • Texas • United States
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About 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
- Inspire Plan Sponsors and Participants daily to introduce and educate them to the Retirement Readiness services that Fidelity provides
- 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
- Triage stated and unstated needs in 1:1 appointments with participants and being able to refer to the appropriate group for a solution.
- 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
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
- 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
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planning conceptspresentation skillsproblem solvingworkshop facilitationcustomer servicetravel bookingexpense policy knowledge
Soft Skills
persuasive communicationcollaborationflexibilityindependenceinspiration
Certifications
Bachelor's degreeSeries 7Series 66S63S65