Education Consultant - New York City, Ny

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As an Education Consultant, you are part of Fidelity’s Participant Engagement business unit, which delivers live education workshops online and in person for the participants of plan sponsors that Fidelity record keeps across the Stock Plan, TEM, and PWI 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.

The Expertise and Skills You Bring

• In-depth knowledge of the objectives, features, and benefits of Fidelity’s solutions
• Ability to travel up to 75%
• Excellent verbal, written and interpersonal skills and ability to maintain a professional demeanor with both internal and external clients
• Bachelor’s degree required
• Prior customer facing experience with a proven track record of success
• You have a strong public speaking and public relations acumen
• You are intrinsically motivated to succeed and excel in client-oriented engagements
• Series 7, 63, is required and 65/66 is required to be obtained within 3 months of starting role
• Self-starter that is comfortable working independently and demonstrates good judgement

The Purpose of Your Role

The position is an opportunity that is ideal for a financial services professional with a desire to change people’s lives through delivery of financial education and information via online technology and in-person to Fidelity customers wherever they may be located. The optimum candidate will ideally possess a financial services background and have had formal, or equivalent, professional presentation experience.

The Value You Deliver

• Handling your clients’ expectations and effectively negotiating unique requests all while supporting and building One Fidelity relationships with your client
• You’ll be delivering high quality face-to-face or virtual Employee Meetings an average of 13 days per month to our retirement plan participants including: Enrollment Meetings, General Education Meetings, Advanced Investment Meetings, Regional Workshops and Benefits Fairs
• Dedicatedly working with business partners on collecting all relevant details of your client’s needs and goals to prepare for delivery of an effective meeting
• Coordinating the preparation and delivery of these Employee Meetings with attention to detail and client happiness

Company Overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at [email protected] or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.

Please see below for the salary range for work locations in Colorado only:

Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:

Please see below for the salary range for work locations in California only:

Please see below for the salary range for work locations in Washington only:

Certifications:

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.

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 Best Place to Work in 2023. 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.

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.

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 accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 3.