Education Consultant I - Arlington, VA

Fidelity(2 months ago)

HybridFull TimeJunior$54,599 - $73,311 (estimated)Workplace Education, Planning and Advice (WEPA) / Participant Engagement

Apply Now

About this role

An Education Consultant I at Fidelity delivers live financial education and retirement-readiness workshops to plan sponsor participants across corporate and tax-exempt markets. The role is part of the Participant Engagement/Workplace Education, Planning and Advice (WEPA) organization and focuses on driving participant engagement and financial wellness through virtual and onsite delivery. The consultant represents Fidelity to plan sponsors and helps connect participants with Fidelity services and solutions.

View Original Listing

Required Skills

Presentations
Virtual Workshops
Onsite Workshops
Webex
Zoom
Attendance Tracking
Concur
Compliance Adherence
Customer Facing
Financial Planning

+3 more

Qualifications

Bachelor's Degree (Preferred)
Series 7 - FINRA (Required)
Series 66 - FINRA (Required)
Series 63 - FINRA
Series 65 - FINRA

About Fidelity

fidelity.com

Fidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.

View more jobs at Fidelity →