Retirement Education & Financial Wellness Advisor

Creative Planning; New York (NY); On-site; USD 90,000 - 100,000; Full time

Job summary

Creative Planning is seeking a Financial Wellness Consultant to deliver high-quality financial education to 401(k) participants and clients, while connecting them with wealth management services for deeper guidance. The role blends participant-focused education with relationship-driven planning support and requires strong communication and presentation skills.

The candidate will execute strategic education programs, manage relationships with plan sponsors and clients, and lead workshops,

Qualifications

• Series 65/66 or CFP designation is preferred.
• 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 compellingly.
• Strong communication, presentation, and relationship management skills.
• Project management experience coordinating with multiple stakeholders.
• Ability to work with all organizational levels.

Responsibilities

• Serve as primary contact for designated plans, participants, and clients with proactive financial education and advisory support.
• Collaborate with internal teams, sponsors, and consultants to deliver targeted education strategies.
• Lead group workshops, webinars, and one-on-one consultations on retirement planning and financial wellness.
• Provide holistic financial guidance including investments, insurance, tax considerations, and estate planning and refer deeper support when needed.
• Champion the firm’s No Participant Left Behind philosophy and empower action toward financial goals.
• Support business development, represent the education team in meetings, and contribute to enterprise growth.
• Ensure accurate and timely service delivery with a positive, solutions-oriented approach.
• Travel up to 50% within the assigned geographic territory.

Skills

Client interaction

Public speaking

Relationship management

Project management

Communication

Strategic education

Education

Bachelor’s degree in finance/business

Job description

Creative Planning is seeking a Financial Wellness Consultant to deliver high-quality financial education to 401(k) participants and clients, while connecting them with wealth management services for deeper guidance. The role blends participant-focused education with relationship-driven planning support and requires strong communication and presentation skills.

The candidate will execute strategic education programs, manage relationships with plan sponsors and clients, and lead workshops,