Wealth Advisor & Education Consultant
Core
Engage retirement plan participants and families in holistic financial well-being, providing recommendations to drive positive financial outcomes while growing a personal wealth client book.
Role type
Wealth Advisor & Education Consultant
Builds
Retirement savings strategies, investment recommendations, and financial education programs for employees and private clients.
Domain
Financial Services / Retirement Planning / Wealth Management
Required skills
Financial planning, retirement plan analysis, client relationship management, regulatory compliance, financial education, investment strategy, goal projection, debt management, strategic partnership management, legislative updates
Preferred skills
Series 63/65/66 license, CRM proficiency, public speaking, social media presence, benefits fair coordination
Technologies
Pension Pal, Redtail, Laserfiche, Microsoft Office Suite
Responsibilities
Manage client relationships and provide exceptional service; Educate employees on retirement pictures including Social Security, pensions, 401(k), IRAs, and 529 plans; Proactively engage with plan sponsors and marketing teams; Actively participate in marketing activities including speaking, writing, and social media; Assist employees with retirement and financial needs; Develop and manage private client relationships; Prepare and analyze financial planning documents; Provide ongoing legislative and regulatory updates; Manage relationships with strategic partners and vendors; Assist with benefits fairs, retirement seminars, and open enrollments; Track meeting activity and wealth management lead pipeline; Participate in leadership strategy meetings
Seniority
Mid-level, 2+ years experience