Financial Wellness Specialist
Core
Delivers engaging education to employees to empower and improve their financial health through action-oriented seminars and one-on-one consultations.
Role type
Financial Wellness Specialist (Education & Coaching)
Builds
Holistic financial programs promoting budgeting, saving, retirement readiness, and overall financial confidence
Domain
Corporate Benefits & Financial Planning
Deliverable
product features
Required skills
Financial education delivery, One-on-one consultation, Benefit plan interpretation, Virtual presentation, Event facilitation
Preferred skills
Retirement planning expertise, Equity compensation knowledge, 401(k) plan expertise, Certified Retirement Plan Counselor designation
Technologies
Digital tools, Virtual platforms
Responsibilities
Facilitate events virtually, locally and nationwide; Conduct one-on-one consultations; Prepare for meetings by understanding benefit plan details and employee demographics; Collaborate on strategies for effective delivery of client events
Seniority
Mid-level, hands-on IC