Education Savings Consultant Multi-Lingual
Core
Educate diverse stakeholders about 529 College Savings Plans and facilitate the college savings process for linguistically diverse clients.
Role type
Specialist 529 plan consultant (financial services)
Builds
529 Workplace Savings Program and client education materials
Domain
Financial services / Higher education savings
Deliverable
client delivery
Required skills
Multilingual communication, 529 plan expertise, market analysis, data gathering, relationship management
Preferred skills
FINRA Series 6/7/63 registration, 3+ years experience
Technologies
None stated
Responsibilities
Cultivate new relationships and maintain existing ones for 529 Workplace Savings Program; Consult with portfolio managers and financial advisors to develop tuition savings frameworks; Analyze tuition financing market and utilize benchmarks; Gather data on college tuition costs; Review marketing assets for translation accuracy
Seniority
Specialist, moderate supervision
