CareerPlan

Senior Workplace Strategy Consultant

Greenwood Village, CO, USFull-time$69k–$97k2026-10-24 → 2026-11-09
No visa sponsorship

Core

Deliver comprehensive retirement and financial wellness advice and education to participants within employer-sponsored plans, guiding them through key decision points that influence long-term financial success.

Role type

Senior IC financial planning consultant

Builds

Managed account solutions and retirement distribution strategies

Domain

Financial services / Retirement planning

Deliverable

client delivery

Required skills

Retirement planning acumen, sales, relationship cultivation, policy communication, distribution strategy, financial education, goal setting, multitasking, stress management, software proficiency (Windows, MS Office, Salesforce), regulatory compliance (IAR)

Preferred skills

Consulting skills, self-starter mindset, quick learning ability, strong presentation skills

Technologies

Salesforce, Windows, Microsoft Office (Word, Excel, PowerPoint)