Retirement Education & Advisory Leader

Job summary

Qualifications

• 5+ years of financial services experience, including direct client interaction.
• Experience with qualified retirement plans, investment products, and personal finance concepts.
• Strong communication, presentation, and relationship management skills.
• Bachelor’s degree, preferably in finance, business, marketing, or related field.

Responsibilities

• Serve as the primary contact for designated plans, participants, and clients, providing proactive financial education and advisory support.
• Collaborate with internal teams, plan sponsors, and consultants to identify needs and deliver targeted education strategies.
• Lead group workshops, webinars, and one-on-one consultations on retirement planning, investing, insurance, budgeting, debt management, and overall financial wellness.
• Provide holistic financial guidance - covering investments, insurance, tax considerations, and estate planning, and refer to Creative Planning’s wealth management team when deeper support is appropriate.
• Champion the firm’s “No Participant Left Behind” philosophy by empowering individuals to take informed action toward their financial goals.
• Support business development efforts, represent the education team in client and finalist meetings, and contribute to enterprise growth initiatives.
• Oversee accurate and timely service delivery while maintaining a positive, solutions-oriented approach in a dynamic environment.
• Travel up to 50% within the assigned geographic territory.