Consultant supporting execution of consulting engagements across multiple industries in Transaction Advisory Services. Active participation in project management and client relationship management.
SF
Hybrid Education Consultant I
Posted last month
About the role
- Education Consultant providing financial wellness workshops for participants of Fidelity's plan sponsors. Conducting virtual and on-site sessions and ensuring engaging educational experiences.
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
- 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
Requirements
- 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
- 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
- Flexible benefits that support you through every stage of your career
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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