Education Consultant - Arlington, VA

Education Consultant I – Arlington, VA

Candidate ideally reside in the Arlington, VA area to be considered for the opportunity. Will consider other locations nationally for qualified candidates.

• 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 time frames – 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 webinars and workshops are fully prepped and all needed details are acquired for a successful plan sponsor and participant experience.
• Apply technology (Webex, Zoom, etc.) for communicating and collecting accurate attendance records.
• Strictly adhere to business unit compliance requirements.
• Perform administrative tasks: booking travel through Concur, understanding the travel & expense policy.
• Maintain flexibility in schedules; travel may be required outside standard business hours.
• Conduct triage 1‑on‑1 appointments with plan participants to uncover needs and refer to appropriate groups for solutions.

• Bachelor’s degree preferred; minimum 3 years of financial services experience.
• Series 7 and 66 required (or equivalent S63/S65 combo) prior to hire.
• Customer‑facing experience.
• Familiarity with financial planning concepts.
• Presentation experience preferred.
• Independent problem‑solving and preparation for new challenges.
• Ability to build professional, persuasive presentations with a clear call to action.
• Proficiency in workshop topics across Corporate & TEM.
• Capability to conduct onsite & virtual workshops (75% travel).
• Bi‑lingual/multi‑language speaker a plus.

The Workplace Education, Planning and Advice (WEPA) organization supports employees and helps plan sponsors engage participants in financial wellness and planning.

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

Fidelity Investments is a privately held company dedicated to strengthening the financial well‑being of our clients. We deploy investment and technology solutions for institutions, independent advisors, and non‑profits.

Fidelity Investments is an equal opportunity employer. We accommodate applicants with disabilities and conduct background investigations and, if permitted by law, drug screening.

• Series 7 – FINRA
• Series 63 – FINRA
• Series 65 – FINRA
• Series 66 – FINRA

• Communication

• Mid‑Senior level

• Full‑time

• Education and Training

6

Referrals increase your chances of interviewing at Fidelity Investments by 2x.