Education Consultant I Houston, TX

Education Consultant I

Candidate ideally with reside in the Greater Houston TX area to be considered for the opportunity. Bilingual candidate is highly preferred.

The Role

As an Education Consultant you are part of Fidelitys Participant Engagement business unit which delivers live education workshops online and in person on fundamental 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 youre 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 inspire 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 & 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 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. Plan Sponsor requests and needs may also require workshops and webinars 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.

The Expertise and Skills You Bring

• Bachelors degree preferred and least 3 years of financial services experience

• Series 7 and 66 (or S63/S65 combo equivalent) 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

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 reach their financial goals and bringing the broader Fidelity Advantage to life.

Joining WEPA means that you will:

• UNITE as one team to intentionally connect inspire 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

Fidelity Investments is a privately held company with a missionto 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 youll 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 thrive at work and at home. Honored with aGlassdoor Employees Choice Award we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you dont need a finance background to succeed at Fidelitywe offer a range of opportunities for learning so you can build the career youve 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 what were 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 integrity and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigationdetailed 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 toFind Your Fidelityat.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.