Investment Education Consultant - Madison/Milwaukee, WI
Education - Post Secondary
1400 County Hwy X
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We believe you are passionate about the advantages that being a Fidelity client provides. We know you're a professional presenter who interacts with Plan Sponsors and Participants daily to introduce them to the services that Fidelity provides to assist with Retirement Readiness. The Expertise We're Looking For
Bachelor's degree required
Series 7 and 63 licenses
Series 65 or 66 licenses required to obtain within 3 months of starting role
Excellent product knowledge and the ability to convey that knowledge
Strong financial industry acumen
The Purpose of Your Role As an Investment Education Consultant (IEC) you will be providing investment education to the participants of our Plan Sponsors. The IEC delivers both general and targeted workshops, along with some custom one-on-one consultations. Your objective is to serve as the Consultant for the day, striving to ensure that participants are prepared to make better decisions regarding their financial retirement readiness and to promote One Fidelity. The Skills You Bring
Your validated presentation skills and ability to engage an audience
Relationship Management skills and excellent interpersonal skills
Your dream to be a self-starter to be flexible in an environment where there is no direct supervision
Professional demeanor & confirmed negotiation skills
Excellent customer service skills
Skills (effective communication, able to work with teams, presentation skills) required for the role. These are most likely skills you will come with but also skills that can be learned
The Value You Deliver
You'll be delivering an average of 15 high quality face-to-face Employee Meetings per month to our retirement plan participants including: Enrollment Meetings, General Education Meetings, Advanced Investment Meetings, Regional Workshops and Benefits Fairs
Coordinating the preparation and delivery of these Employee Meetings with attention to detail and client happiness
Dedicatedly working with business partners on collecting all relevant details of your client's needs and goals in order to prepare for delivery of an effective meeting
Handling your clients expectations and effectively negotiating unique requests all while supporting and building One Fidelity relationships with your client
How Your Work Impacts the Organization The Investment Education Consultant provides onsite education and support for our workplace participants. You're tasked with building awareness around retirement readiness and influencing our customers to take action to improve their personal retirement situation. You're providing value to Fidelity in a variety of ways to include, growing cash flow through increasing deferrals, and driving crossover customers that builds Personal & Workplace Investment flows.
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 associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.
Fidelity Investments is an equal opportunity employer.
Associated topics: accountant, accountant i, accountant iv, administrative assistant, administrative assistant iv, administrative support specialist, aide, information technology analyst, information technology consultant, support
* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.