- Company: Fidelity
- Location: US
- Salary: $85,000–$171,000/yr
- Full Time
- US
- $85,000–$171,000/yr
- Apply on company site
- $85,000–$171,000/yr
Fidelity at a glance
fidelity.comSEC filings mentioning "Fidelity": 10,000+ · SIC industry: Savings Institution, Federally Chartered — search EDGAR
Source: Wikipedia
Join Fidelity's Participant Engagement team as an Education Consultant I, based in the Midwest (IN, MI, OH, WI, MN, MO). In this full-time role, you'll deliver financial education and retirement planning guidance directly to plan participants through in-person and virtual workshops, helping individuals build lasting financial wellness skills.
About the Role
You'll be at the heart of Fidelity's commitment to participant financial education. Working within our Participant Engagement business unit, you'll design and lead educational workshops covering retirement savings fundamentals, investment basics, and long-term financial planning strategies. Your work will reach plan participants who want to take control of their financial futures but lack the guidance and knowledge to get started.
What You'll Do
- Conduct live financial wellness workshops both in person and online, tailored to diverse participant needs and knowledge levels
- Educate plan participants on retirement planning, investment options, and personal financial wellness strategies
- Build relationships with local plan sponsors and participants across your Midwest service region
- Track participant engagement and outcomes, using data to refine educational approaches
- Respond to participant questions and provide one-on-one guidance during and after workshops
- Maintain accurate records and reports on workshop attendance and participant feedback
What We're Looking For
- Fluency in both English and Spanish (required for this role)
- Residency in the Midwest (IN, MI, OH, WI, MN, MO) to serve local participants in person
- Strong communication skills and comfort presenting to groups of varying sizes
- Knowledge of or willingness to learn retirement plans, 401(k)s, and personal finance fundamentals
- Genuine passion for helping people understand and improve their financial health
- Ability to build trust and work collaboratively with diverse audiences
- Organizational skills and reliability in meeting workshop schedules
About Fidelity
Fidelity is a leading provider of financial services and retirement solutions, serving millions of customers and workplace plan participants across the country. We believe financial education empowers people to make confident decisions about their futures.
How to Apply
To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there.
To apply for this job please visit www.adzuna.com.
Terms used in this posting
- 401(k)
- A retirement savings plan offered by U.S. employers, often with the company matching a portion of what you contribute.
Explore Fidelity online
What people say about Fidelity
- Ask HN: Who is hiring? (August 2015)
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Recent news
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- 3 Best-Performing Fidelity Mutual Funds to Buy for 2H 2026 - Zacks Investment Research
Aggregated from public discussions and news; opinions are the authors’ own.
Working in US
The United States of America (USA), also known as the United States (U.S.) or America, is a country primarily located in North America. It is a federal republic consisting of 50 states and a federal capital district, Washington, D.C. The 48 contiguous states border Canada to the north and Mexico to the south, with the semi-exclave of Alaska in the northwest and the archipelago of Hawaii in the Pacific Ocean. The United States also asserts sovereignty over five major island territories and various uninhabited islands in Oceania and the Caribbean. It is a megadiverse country, with the world's th
🇺🇸 Relocation safety for US: Exercise Normal Caution — via Warnely, CC BY 4.0
National unemployment rate in US: 4.2% — via World Bank
GDP per capita in US: $90,027 — via World Bank
Consumer price inflation in US: 2.9% (annual) — via World Bank
Job details above are provided by the employer/source. The sections on this page are compiled from public data sources with AI assistance.
Accommodations: if you need a workplace accommodation to apply for or perform this job, see ADA.gov or EEOC.gov for guidance on your rights and how to request one.
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