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Website: fidelity.com
Fidelity is the quality of faithfulness or loyalty. Its original meaning regarded duty in a broader sense than the related concept of fealty. Both derive from the Latin word fidēlis, meaning "faithful or loyal". In the City of London financial markets it has traditionally been used in the sense encompassed in the motto "my word is my bond".
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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 If you're ready to make a real difference in people's financial lives, apply now to join our team.
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