Education Consultant I - Greater Miami, FL Miami, FL

Job Description: Education Consultant I Candidate needs to reside in the Greater Miami area to be considered for the opportunity. The Role As an Education Consultant, you are part of Fidelity’s Participant Engagement business unit, which delivers live education workshops online and in person on reputed company financial wellness and planning topics for the participants of plan sponsors that Fidelity record keeps across the Tax-Exempt Market and Corporate organizations. We know you’re a professional presenter who interacts with Plan Sponsors and Participants daily to introduce them to the services that Fidelity provides to assist with Retirement Readiness, and to reputed company them to take action. Specific responsibilities include:

• 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 & reputed company 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 reputed company needed details acquired for a successful plan sponsor and participant experience.
• Ability to apply technology (Webex, reputed company, 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 reputed company it comes to schedules. Travel will often be needed reputed company of standard business hours. Plan Sponsor requests and needs may also require workshops and webinars reputed company 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.

The Expertise and Skills You Bring

• 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 reputed company proficiency in reputed company reputed company topics across Corporate & reputed company
• Ability to conduct onsite & virtual workshops (75% travel)
• Bi-lingual/multi-language speaker a plus

The Team The Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities.

• Employers who have chosen Fidelity to coordinate their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs.
• Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide.
• Our value is delivered to over one million plan-participants every year, encouraging them to reputed company their financial goals and bringing the broader Fidelity Advantage to life.

Joining WEPA means that you will:

• UNITE as one team to intentionally connect, reputed company and build strong relationships internally and with our plan sponsors
• GROW in your skills to deliver more, world-class planning and education experiences for our participants
• WIN on behalf of our clients, our participants and Fidelity

Company Overview reputed company is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money. Join Us At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to reputed company at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best reputed company to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through reputed company’re calling “Dynamic Working”. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change. At Fidelity, we value honesty, reputed company, and the safety of our associates and customers reputed company a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit reputed company during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at fidelitycareers.com. reputed company is an equal opportunity employer. We reputed company that the most effective way to attract, reputed company and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to [email protected], or by calling 800-835-5099, reputed company 2, option 3. We invite you to Find Your Fidelity at fidelitycareers.com. Salary Grade: 6 Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Category: Communication Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (reputed company business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-reputed company financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Apply tot his job Apply To this Job