Education Consultant I - Greater Miami, FL

Fidelity(25 days ago)

HybridFull TimeMedior$81,593 - $109,347 (estimated)Participant Engagement / Workplace Education (WEPA)

About this role

An Education Consultant I at Fidelity delivers live financial wellness and planning education to plan participants of corporate and tax-exempt sponsors, both virtually and onsite. The role is part of the Participant Engagement / Workplace Education (WEPA) organization and focuses on driving retirement readiness and participant engagement across employer-sponsored plans. Candidates must reside in the Greater Miami area.

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Required Skills

Presentation
Workshops
Virtual Platforms
Attendance Tracking
Travel
Compliance
Financial Planning
Customer Facing
Problem Solving
Concur

Qualifications

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

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.

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