Fidelity Bank · 4 hours ago
Education Consultant I - Greater Miami, FL
Miami, FL
Full-time
Hybrid
Entry Level
3+ years expFidelity Bank is part of Fidelity’s Participant Engagement business unit, which focuses on delivering financial wellness and planning education. The Education Consultant I will conduct workshops and engage with plan participants to promote retirement readiness and assist them with their financial planning needs.
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Responsibilities
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 timeframes – 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 that webinars and workshops are fully prepped, and all needed details acquired for a successful plan sponsor and participant experience
Ability to apply technology (Webex, Zoom, etc.) for communicating and collecting accurate attendance records
Strict adherence to business unit compliance requirements
An understanding of needed administrative tasks required for the role: Booking travel through Concur, including a knowledge of the travel & expense policy
Flexibility when it comes to schedules. Travel will often be needed outside of standard business hours. Plan Sponsor requests and needs may also require workshops and webinars outside of standard business hours
Conduct triage 1 on 1 appointments with Plan Participants – triage stated need and uncover any unstated needs in order to refer to the appropriate group for a solution
Qualification
Required
Candidate needs to reside in the Greater Miami area to be considered for the opportunity
Bachelor's degree preferred and least 3 years of financial services experience
Series 7 and 66 required (or S63/S65 combo equivalent) required prior to hire
Customer facing experience
Demonstrated familiarity with Financial Planning Concepts
Demonstrated ability to independently problem solve/prepare for new challenges
Willingness to build professional, persuasive presentations with a clear call to action
Ability to achieve proficiency in fundamental workshop topics across Corporate & TEM
Ability to conduct onsite & virtual workshops (75% travel)
Preferred
Presentation experience preferred
Bi-lingual/multi-language speaker a plus
Benefits
Flexible benefits that support you through every stage of your career
Opportunities for learning
Company
Fidelity Bank
Fidelity Bank is a commercial bank providing services financial sercvices.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-12-17Acquired
2014-09-01Private Equity
Company data provided by crunchbase