Retirement Plan Education Advisor

Job Description

The Retirement Plan Education Advisor will deliver 401(k) plan and financial wellness education to retirement plan participants and develop education strategies for clients. The Retirement Plan Education Advisor is responsible for leading strategic education planning discussions with clients, conducting participant education meetings, driving engagement campaigns, and working directly with retirement plan participants to enhance their understanding and outcomes.

Essential Responsibilities

• Build trusted client relationships and develop strategic employee engagement plans to promote long-term financial wellness.
• Design, develop, and implement comprehensive participant education programs tailored to client needs.
• Deliver 401(k) enrollment and financial wellness presentations through in-person meetings, webinars, and on-demand recordings.
• Create educational content, flyers, and communications for participant engagement initiatives.
• Manage web-based participant engagement platforms and coordinate with recordkeeping partners' systems.
• Provide participant support through phone calls and email responses to address questions and concerns.
• Collaborate with Retirement Plan Advisors on education strategies and maintain regular communication regarding client interactions.
• Track and manage education tasks, follow-ups, and client meeting outcomes using Salesforce reporting systems.
• Schedule education meetings and coordinate local travel to client offices as needed.

Qualifications

• Bachelor's degree
• 2-3 years related work experience, preferably in finance, retirement plans or employee benefits. This may also include experience teaching math or business classes, or other roles involving the presentation and explanation of complex topics to individuals and groups in a clear, easy-to-understand manner.
• Series 65 registration within first 60-days of employment
• Proficient in Microsoft Office applications, presentation software such as Go To Webinar, Microsoft Teams, or Zoom and Canva.
• Ability to work in the office on a daily basis. There is some flexibility for occasional remote work after 6 months of employment
• Demonstrated reliability in timely completion of assigned tasks and projects, and maintaining confidentiality and professional standards in client interactions
• Experience presenting information to groups and adapting communication style to different audiences, learning styles, and knowledge levels
• Commitment to ongoing professional development, learning new financial products/regulations, identifying process improvements
• Must be authorized to work in the United States