Financial Wellness Consultant

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

The Financial Wellness Consultant is responsible for delivering high-quality financial education services to 401(k) plan participants and clients of Creative Planning. This role combines participant-focused education delivery with relationship-centric financial planning support, helping individuals make informed decisions about their financial lives and, when appropriate, connecting them with Creative Planning's comprehensive wealth management services for deeper guidance.

The Financial Wellness Consultant executes strategic education programs, provides guidance in one-on-one and group settings, and acts as a primary relationship manager for assigned clients and plan sponsors - identifying participant needs that extend beyond workplace retirement planning and making thoughtful referrals to Creative Planning's broader team to ensure each individual receives the right level of support.

JOB DUTIES

• Serve as the primary point of 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, including annual plans that drive engagement, plan health, and retirement readiness.
• 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 make thoughtful referrals 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.

EXPERIENCE / QUALIFICATIONS

• Series 65, 66, or CFP®
• 5+ years of financial services experience, including direct client interaction.
• Experience with qualified retirement plans, investment products, and general personal finance concepts.
• Proven ability to present complex topics in a clear, compelling, and actionable way.
• Strong communication, presentation, and relationship management skills.
• Project management experience with the ability to coordinate with multiple stakeholders.
• Ability to work successfully with all levels of an organization, from key decision-makers to frontline staff.
• Bachelor’s degree, preferably in finance, business, marketing, or related field.