Education Consultant I - Midwest (IN, MI, OH, WI, MN, MO) - Bilingual in English & Spanish

Fidelity

2 months ago

4.4 on Glassdoor

Indianapolis, IN

Hybrid

Full Time

Medior

0 applicants

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About this role

An Education Consultant I at Fidelity delivers live financial education workshops and presentations to plan sponsors and participants, both onsite and virtually. The role focuses on promoting retirement readiness and connecting participants to Fidelity services while supporting local Midwest clients in person. It involves regular travel, client-facing engagement, and working within the Workplace Education, Planning and Advice (WEPA) team.

Skills

Qualifications

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