OPT Education Consultant Jobs
Education Consultant roles sit squarely within specialty occupation territory, making them a strong fit for F-1 OPT students with degrees in education, counseling, or a related field. Your 12-month OPT window is enough to establish yourself, and STEM OPT extension may apply if your degree qualifies.
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Get Access To All JobsJob Description:
Candidate must be reside in the Midwest (IN, MI, OH, WI, MN, MO) in order to service local clients in person.
Education Consultant I
The Role
As an Education Consultant, you are part of Fidelity’s Participant Engagement business unit, which delivers live education workshops online and in person on fundamental financial wellness and planning topics for the participants of plan sponsors that Fidelity record keeps across the Tax-Exempt Market and Corporate organizations. 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, and to inspire them to take action. Specific responsibilities include:
- 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.
The Expertise and Skills You Bring
- 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
- Presentation experience preferred
- 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)
- Bi-lingual/multi-language speaker a plus
The Team
The Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities.
- Employers who have chosen Fidelity to coordinate their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs.
- Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide.
- Our value is delivered to over one million plan-participants every year, encouraging them to reach their financial goals and bringing the broader Fidelity Advantage to life.
Joining WEPA means that you will:
- UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsors
- GROW in your skills to deliver more, world-class planning and education experiences for our participants
- WIN on behalf of our clients, our participants and Fidelity
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
Join Us
At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.
At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working”. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.
We invite you to Find Your Fidelity at fidelitycareers.com.
Salary Grade: 6
The base salary range for this position is $85,000-171,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:
Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA
Category:
Communication
Job Description:
Candidate must be reside in the Midwest (IN, MI, OH, WI, MN, MO) in order to service local clients in person.
Education Consultant I
The Role
As an Education Consultant, you are part of Fidelity’s Participant Engagement business unit, which delivers live education workshops online and in person on fundamental financial wellness and planning topics for the participants of plan sponsors that Fidelity record keeps across the Tax-Exempt Market and Corporate organizations. 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, and to inspire them to take action. Specific responsibilities include:
- 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.
The Expertise and Skills You Bring
- 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
- Presentation experience preferred
- 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)
- Bi-lingual/multi-language speaker a plus
The Team
The Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities.
- Employers who have chosen Fidelity to coordinate their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs.
- Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide.
- Our value is delivered to over one million plan-participants every year, encouraging them to reach their financial goals and bringing the broader Fidelity Advantage to life.
Joining WEPA means that you will:
- UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsors
- GROW in your skills to deliver more, world-class planning and education experiences for our participants
- WIN on behalf of our clients, our participants and Fidelity
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
Join Us
At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.
At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working”. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.
We invite you to Find Your Fidelity at fidelitycareers.com.
Salary Grade: 6
The base salary range for this position is $85,000-171,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:
Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA
Category:
Communication
See all 184+ OPT Education Consultant Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new OPT Education Consultant Jobs.
Get Access To All JobsTips for Finding OPT Sponsorship as an Education Consultant
Lead with your academic background
Education Consultant roles require a degree directly tied to the work. Highlight your major prominently on your resume. A counseling, education, or psychology degree signals to hiring managers that you meet the specialty occupation standard USCIS requires.
Target organizations already familiar with OPT
Universities, edtech companies, and nonprofits with international staff are more likely to understand OPT work authorization. Smaller tutoring companies or independent consultancies may have less experience with the process, adding friction to your application.
Disclose your OPT status early and clearly
Avoid ambiguity by stating your authorization type upfront. Something like "authorized to work on F-1 OPT" removes confusion. Employers who hesitate at that point are saving you time. Those comfortable with it will move forward faster.
Track your OPT end date and plan ahead
If you are approaching the end of your OPT period, identify H-1B visa-sponsoring employers before the deadline. Education Consultant roles at larger institutions or edtech firms are more likely to support the transition from OPT to H-1B sponsorship.
Emphasize cross-cultural communication skills
Many Education Consultant roles involve advising international students or diverse families. Your own international background is a genuine credential here, not just a soft skill. Frame it as direct professional experience relevant to the student populations employers serve.
Connect your role duties to your degree field
OPT requires that your job be directly related to your major. Document how your day-to-day Education Consultant responsibilities tie back to your coursework. This matters if USCIS ever reviews your employment record during an extension or visa change.
Education Consultant OPT: Frequently Asked Questions
Does an Education Consultant role qualify for F-1 OPT work authorization?
Yes, as long as the position is directly related to your field of study. A degree in education, counseling, psychology, or a closely related discipline typically satisfies the requirement. Roles at accredited institutions or established edtech organizations are easier to document as qualifying employment, which matters if USCIS reviews your record.
Can I work as an Education Consultant on STEM OPT extension?
Only if your degree falls under an approved STEM field. Education degrees are generally not on the STEM Designated Degree Program list, so most Education Consultant OPT students work on standard 12-month authorization. If your degree is in a STEM-adjacent field such as educational technology or data-focused learning sciences, check your program's CIP code with your DSO to confirm eligibility.
Where can I find Education Consultant jobs that are open to OPT students?
Migrate Mate is built specifically for F-1 OPT and visa-sponsored job seekers, so the listings are filtered for work authorization compatibility. Searching there surfaces Education Consultant roles at employers who are already familiar with OPT, which significantly reduces back-and-forth during the hiring process compared to general job boards.
What happens if my OPT expires before I secure H-1B sponsorship as an Education Consultant?
If your OPT expires without an approved H-1B or other status change, you lose work authorization and must stop working. The practical solution is to start identifying H-1B-sponsoring employers at least six months before your OPT end date. Larger school districts, higher education institutions, and well-funded edtech companies are the most likely to sponsor. Apply to the H-1B lottery in March for an October 1 start date.
Do Education Consultant employers typically sponsor H-1B visas?
It varies significantly by employer type. Larger universities, national tutoring networks, and edtech companies with established HR infrastructure are more likely to have sponsored H-1B visas before. Smaller private consultancies or individual practices rarely do. Checking an employer's past H-1B filings through Department of Labor disclosure data is a reliable way to assess sponsorship likelihood before you invest time in an application.