Education Consultant, Retirement Services

Fidelity Investments - Atlanta, GA 30301 APPLY TO THIS JOB

The Education Consultant role is one of the primary “faces of Fidelity” when dealing with retirement plan participants, delivering onsite and web-based meetings on saving, spending, financial wellness and other topics.

The Team

The Advisor Education Consulting Team works with Fidelity plan sponsors and advisors to deliver high-impact, actionable presentations to employees in Fidelity’s 401k retirement plans. The team also assists the Relationship Management, Implementation, Sales and Communications functions to provide a complete picture of Fidelity’s suite of educational offerings.

The Expertise You Have

Prior presentation experience strongly preferred
Series 7 and Series 63 licenses
Bilingual Spanish strongly preferred
Strong financial industry knowledge; financial industry experience preferred
Bachelor’s degree

The Skills You Bring

Self-motivated, flexible and able to use independent judgment.

Must be able to work well independently and in a team environment.

Excellent oral and written communication skills.

Ability to understand and explain technical information to a variety of audiences.

Excellent planning/organizational, time management skills.

Excellent presentation skills.

75%+ travel, including overnight travel

The Value You Deliver

Deliver high quality in-person Employee Meetings, along with web-based meetings, representing Fidelity with the utmost professionalism.

Proactively work with Implementation and Relationship Management to collect all relevant details of the client needs and goals to prepare for an effective meeting.

Manage client expectations and effectively negotiate unique requests.

Provide accurate and complete reporting after completion of campaigns including event specifics, feedback and recommendations for improvements.

Company Overview

At Fidelity, we are focused on 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

Fidelity Investments is an equal opportunity employer.

Job: Sales & Relationship Management

Primary Location: US-CA-San Francisco

Other Locations: US-GA-Atlanta, US-California, US-CO-Denver - Investor Center, US-WA-Seattle - Investor Center, US-KY-Covington

Schedule: Full-time

Job Level: Individual Contributor

Education Level: Bachelor's Degree (±16 years)

Job Type: Standard

Overtime Status: Exempt

Travel: Yes, 75 % of the Time

Atlanta, Georgia
Atlanta, GA


Fidelity Investments

Atlanta, Georgia 30301

1/8/2019 6:23:44 AM


Sales Relationship Management