Retirement Education Specialist (Dallas/Houston/San Antonio)
Core
Deliver retirement education workshops and one-on-one consultations to empower plan participants to make confident financial decisions about saving, investing, and retirement income.
Role type
Mid-level financial education specialist
Builds
Retirement education strategies and participant engagement programs
Domain
Financial services / Retirement planning
Deliverable
client delivery
Required skills
Retirement planning, Financial education, Needs assessment, Workshop facilitation, Client communication, Regulatory compliance
Preferred skills
Bilingual (Spanish), FINRA Series 6/63/66/7 licenses, Sales experience
Technologies
Financial planning tools
Responsibilities
Deliver group workshops and one-on-one consultations, Partner with plan sponsors and advisors to design education strategies, Develop and implement education plans, Conduct needs assessments for participants, Adapt messaging based on audience needs, Travel to meet clients in person