Financial Wellness Advisor — Education & Retirement Planning

Creative Planning; Hawaii; On-site; USD 70,000 - 90,000; Full time

Job summary

Creative Planning is seeking a Financial Wellness Consultant in Hawaii to deliver high-quality financial education services. The role involves supporting clients with retirement planning and financial wellness, leading workshops, and ensuring each individual receives appropriate financial assistance. The ideal candidate will have over 5 years of financial services experience, strong communication skills, and a Bachelor’s degree in a relevant field. This position requires travel within the assigned territory and offers a chance to impact clients’ financial futures positively.

Qualifications

• 5+ years of financial services experience, including direct client interaction.
• Experience with qualified retirement plans and investment products.
• Proven ability to present complex topics clearly.

Responsibilities

• Serve as the primary contact for designated plans and clients.
• Lead workshops and consultations on financial wellness.
• Provide holistic financial guidance and referrals to wealth management.

Skills

Financial education delivery

Communication skills

Relationship management

Project management

Education

Bachelor’s degree in finance, business, marketing, or related field

Tools

Series 65

Series 66

CFP®

Job description

Creative Planning is seeking a Financial Wellness Consultant in Hawaii to deliver high-quality financial education services. The role involves supporting clients with retirement planning and financial wellness, leading workshops, and ensuring each individual receives appropriate financial assistance. The ideal candidate will have over 5 years of financial services experience, strong communication skills, and a Bachelor’s degree in a relevant field. This position requires travel within the assigned territory and offers a chance to impact clients’ financial futures positively.