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 personal wealth.
Role type
Wealth Advisor & Education Consultant
Builds
Retirement savings strategies, financial education programs, and personal wealth management 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 recommendations, debt strategy, social security/pension knowledge, marketing communication, CRM proficiency
Preferred skills
Proactive initiative, technology adoption, strategic partnership management, legislative update tracking, leadership collaboration
Technologies
Pension Pal, Redtail, Laserfiche, Microsoft Office Suite
Responsibilities
Manage client relationships and provide exceptional service; Provide financial education on retirement savings and financial wellbeing; Educate employees on retirement pictures including social security, pension plans, 401(k), IRAs, and investment plans; Maintain operational knowledge to assist with processes and transactions; Proactively engage with plan sponsors and marketing teams; Actively engage in marketing activities including speaking, writing, and social media; Assist employees with retirement or 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, seminars, and one-on-one appointments; Deliver educational programming; Track meeting activity and wealth management lead pipeline; Participate in leadership strategy meetings
Seniority
Mid-level, hands-on IC