SanFranRecruiter Since 2001
the smart solution for San Francisco jobs

Education Consultant

Company: Fidelity Investments
Location: San Anselmo
Posted on: March 28, 2020

Job Description:

Job Description: 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 This position will be filled in either the San Francisco Bay area, Pacific Northwest, or Mountain states. 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. Certifications: Category: Sales We welcome those with experience in jobs such as Sales Demonstrator, Account Manager, and Assistant Sales Manager and others in the Sales to apply.

Keywords: Fidelity Investments, San Francisco , Education Consultant, Education / Teaching , San Anselmo, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Education / Teaching Jobs


Principal Auditor - Model Risk
Description: Job Description br Important Note: During the application process, ensure your contact information email and phone number is up to date and upload your current resume when submitting your application (more...)
Company: Wells Fargo Bank
Location: Port Costa
Posted on: 04/2/2020

Summer Outdoor Play Instructor
Description: Passionate about working with and having an impact on kids Believe the world needs innovators Ready to have a career-defining summer Have a love for art, science, technology, team-building or education (more...)
Company: Galileo Camps
Location: Brentwood
Posted on: 04/2/2020

Summer Instructor, Elementary Art
Description: Passionate about working with and having an impact on kids Believe the world needs innovators Ready to have a career-defining summer Have a love for art, science, technology, team-building or education (more...)
Company: Galileo Camps
Location: Brentwood
Posted on: 04/2/2020


Teletherapy Openings for Special Education Teachers (SPED)
Description: Teletherapy Special Education Teacher Positions Available Now - Santa Clara, CA br br The Stepping Stones Group is currently interviewing Special Education Teachers like YOU br br Join us in (more...)
Company: The Stepping Stones Group
Location: Los Altos
Posted on: 04/2/2020

Summer Technology Instructor, Game Design
Description: Passionate about working with and having an impact on kids Believe the world needs innovators Ready to have a career-defining summer Have a love for art, science, technology, team-building or education (more...)
Company: Galileo Camps
Location: Mill Valley
Posted on: 04/2/2020

Summer Instructor, 5th-6th Grade
Description: Passionate about working with and having an impact on kids Believe the world needs innovators Have a love for art, science, technology, team-building or education Lead Instructors are the staff most (more...)
Company: Galileo Camps
Location: Los Gatos
Posted on: 04/2/2020

Elementary School Teacher (K - 5) - Nevada Relocation
Description:
Company: Clark County School District
Location: Sacramento
Posted on: 04/2/2020

Substitute Summer Camp Counselor/Assistant Instructor
Description: Love working with and having an impact on kids Do you thrive in new environments and love supporting the needs of a team Ready to take your group management skills to the next level in an amazingly (more...)
Company: Galileo Camps
Location: Brentwood
Posted on: 04/2/2020

Summer Technology Instructor, Programming Fundamentals
Description: Passionate about working with and having an impact on kids Believe the world needs innovators Ready to have a career-defining summer Have a love for art, science, technology, team-building or education (more...)
Company: Galileo Camps
Location: San Carlos
Posted on: 04/2/2020

Principal Auditor - Model Risk
Description: Job DescriptionImportant Note: During the application process, ensure your contact information email and phone number is up to date and upload your current resume when submitting your application for (more...)
Company: Wells Fargo Bank
Location: San Geronimo
Posted on: 04/2/2020

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

San Francisco RSS job feeds