Retirement Education Specialist – 401(k) & 403(b) Plans

Adcock Financial Group; Tampa (FL); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading financial services firm in Tampa is seeking a Retirement Education Specialist to design and deliver educational programs for 401(k) and 403(b) plans. The ideal candidate will have a strong background in retirement planning and excellent communication skills. Responsibilities include creating educational materials, conducting seminars, and providing guidance to employees on their retirement options. This role requires travel within Central Florida and a commitment to improving employee outcomes through effective education strategies.

Benefits

Competitive Salary

Bonus: discretionary, typically paid quarterly

3% safe-harbor annual 401(k) contribution

100% Employer paid Health, Dental and AD&D Insurance

Group voluntary Vision, Life and Disability Insurance

All major holidays off

Qualifications

• Minimum of 3 years of experience in retirement plan education or financial planning.
• Strong knowledge of 401(k) and 403(b) plans, including fiduciary responsibilities.

Responsibilities

• Design and deliver impactful education and wellness plans for retirement clients.
• Create and present retirement and investment educational presentations.

Skills

Communication

Customer Service

Multitasking

Teamwork

Education

Bachelor’s degree in Finance

Bachelor’s degree in Human Resources

Bachelor’s degree in Education

Tools

Microsoft Office

Job description

Retirement Education Specialist – 401(k) & 403(b) Plans

Retirement Education Specialist – 401(k) & 403(b) Plans

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Adcock Financial Group is an independent financial services firm specializing in wealth management, corporate 401(k) and 403(b) plans, executive compensation plans and estate planning. We have a core team dedicated to corporate retirement plans and serve as a 3(21) and 3(38) fiduciary on our retirement plans. We specialize in providing comprehensive retirement plan services to our clients, with a strong focus on improving employee outcomes through effective education and engagement strategies.

General Job Description

We are seeking a passionate and dynamic person to join our team. In this role, you will design and deliver impactful education and wellness plans for our 401(k) and 403(b) retirement plan clients. You will work closely with our retirement plan team to develop and implement education strategies tailored to the needs of each organization's retirement plan committee. Your efforts will directly contribute to helping employees understand their plan options and make informed decisions for their financial futures.

Primary Responsibilities

Our Retirement Education Specialist must have a strong work ethic, possess the ability to work with a team and have solid multitasking skills.We are looking for someone to make intelligent suggestions and implement changes thoughtfully and strategically with attention to detail.He/she will possess excellent customer service skills and be able to travel as needed.Some of the specific responsibilities include:

·Build education timelines for plan sponsor clients, schedule education seminars, and work with clients to promote participation

·Create and present retirement and investment educational presentations to plan participants at group meetings

·Provide enrollment to new participants explaining the features and benefits of the company’s defined contribution plan and the importance of saving for retirement

·Conduct in-person and video-based one-on-one and group meetings to engage employees and provide clear, understandable education about their retirement plan options

·Provide general assistance and give investment advice to participants regarding their asset allocations and diversification of investments and generate retirement income analysis projections

·Serve as a key point of contact for employees seeking guidance on their retirement plan options, asset allocations, helping to educate on plan transfers and working closely with their retirement plan committees to ensure that education strategies align with their goals and objectives

·Proactively address client questions and issues by working with vendors to create effective solutions

·Create engaging newsletters, educational materials, and campaigns to promote employee participation and understanding of their retirement plans

·Review and implement quarterly plan action items

·Stay current on industry trends, regulatory changes, and best practices related to retirement plan education and employee engagement

·Travel as needed to meet with clients, primarily within Central Florida

·Other duties as assigned

Job Requirements

·Bachelor’s degree in Finance, Human Resources, Education, or a related field preferred

·Minimum of 3 years of experience in retirement plan education, financial planning, or a related area

·FINRA Series 6 or 7 licensed required

·Clean credit and U4 history

·Strong knowledge of 401(k) and 403(b) plans, including fiduciary responsibilities (3(21) and 3(38) fiduciary services)

·Knowledge of ERISA, DOL, and FINRA rules and regulations

·Excellent presentation and communication skills, with the ability to convey complex information clearly to a diverse audience of all sizes

·Experience creating educational materials and campaigns, including digital and print formats

·Demonstrated ability to work effectively in a team environment and independently

·Ability to build strong relationships with clients and internal teams

·Must be able to prioritize and effectively manage multiple tasks at once

·Knowledge of Microsoft Office applications

·Willingness to be in the office the majority of the time, with some travel required

·Ability to travel up to 25%

·Ability to attend benefit fairs / career days that could be outside normal office hours

What We Offer

·Competitive Salary: to be negotiated

·Bonus: discretionary, typically paid quarterly

·3% safe-harbor annual 401(k) contribution

·100% Employer paid Health, Dental and AD&D Insurance

·Group voluntary Vision, Life and Disability Insurance

·All major holidays off

How to Apply:

If you are passionate about making a difference and want to contribute to providing an exceptional experience for both clients and colleagues, we would love to hear from you. Please upload a cover letter and your resume, highlighting your experience and how you can contribute to our team.

Adcock Financial Group is proud to be an equal opportunity employer, committed to diversity and inclusion in the workplace.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Education and Training

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