Education Consultant I – Chicago, IL

Education Consultant I  

*Candidate must be reside in the Greater Chicago, IL 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 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 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 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 required 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  

• 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 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 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 thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place 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 what we’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, 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 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. 

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.