Senior Retirement Education Advisor — Financial Wellness Expert

Creative Planning

Los Angeles (CA)

On-site

USD 90,000 - 100,000

Full time

14 days+

Application generator

An application made for this job — a tailored resume and cover letter that speak straight to the posting.

Get past ATS filters

Job summary

Creative Planning in the United States seeks a Retirement Education Advisor to deliver high-quality financial education to 401(k) plan participants and clients, combining education with relationship-focused planning and referrals to wealth management when deeper guidance is needed.

The role executes strategic education programs, conducts group workshops and one-on-one sessions, and serves as a primary relationship manager for clients and plan sponsors, driving retirement readiness and

Qualifications

Series 65, 66, or CFP® designation.
5+ years of financial services experience with direct client interaction.
Experience with qualified retirement plans and investment products.
Ability to present complex topics clearly and persuasively.
Strong communication, presentation, and relationship skills.
Project management experience coordinating with multiple stakeholders.
Bachelor’s degree in finance, business, marketing, or related field.

Responsibilities

Serve as the primary contact for designated plans, participants, and clients with proactive education and advisory support.
Collaborate with sponsors and consultants to deliver targeted education strategies.
Lead group workshops, webinars, and one-on-one retirement planning sessions.
Offer holistic financial guidance and referrals to the wealth management team when deeper support is needed.
Champion the firm’s No Participant Left Behind philosophy and empower action toward goals.
Support business development, represent the education team in meetings, and contribute to growth initiatives.
Ensure accurate and timely service delivery while maintaining a solutions-oriented approach.
Travel up to 50% within the assigned territory.