Education Consultant I

skillventory - A Leading Talent Research Firm

Education Consultant engaging with participants on financial wellness and planning topics through workshops. Collaborating internally to deliver exceptional educational experiences for plan sponsors and participants.

Posted 4/14/2026full-timeOklahoma, Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planning conceptspresentation skillsproblem solvingworkshop facilitationcustomer servicetravel bookingexpense policy knowledge

Soft Skills

persuasive communicationcollaborationflexibilityindependenceinspiration

Certifications

Bachelor's degreeSeries 7Series 66S63S65