Retirement Education & Wealth Advisor

Creative Planning; Richmond (VA); On-site; USD 90,000 - 100,000; Full time

Job summary

Creative Planning seeks a Retirement Education Advisor in the Richmond, VA area to deliver high-quality financial education to 401(k) participants and clients, connecting them with wealth management services when appropriate.

You will execute strategic education programs, lead workshops and one-on-one sessions, and act as the primary relationship manager for plan participants and sponsors, identifying needs and referring to the broader team for deeper guidance.

Qualifications

• 5+ years of financial services experience with direct client interaction.
• Series 65/66 or CFP designation or equivalent.
• Experience with qualified retirement plans and investments.
• Ability to present complex topics clearly and engagingly.
• Strong communication, presentation, and relationship-management skills.
• Project management experience coordinating 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, consultants, and internal teams to deliver targeted education strategies and engagement plans.
• Lead group workshops, webinars, and one-on-one consultations on retirement planning, investing, and financial wellness.
• Provide holistic guidance across investments, insurance, taxes, and estate planning; refer deeper support when needed.
• Promote the firm’s ‘No Participant Left Behind’ initiative and empower participants to take action.
• Support business development; represent education in client and finalist meetings and growth initiatives.
• Ensure accurate, timely service delivery with a positive, solutions-oriented approach.
• Travel up to 50% within the assigned geographic territory.

Skills

Education delivery

Client relationship management

Public speaking

Workshop facilitation

Communication

Project management

Travel readiness

Education

Bachelor's degree in finance or related field

Series 65/66 or CFP

Job description

Creative Planning seeks a Retirement Education Advisor in the Richmond, VA area to deliver high-quality financial education to 401(k) participants and clients, connecting them with wealth management services when appropriate.

You will execute strategic education programs, lead workshops and one-on-one sessions, and act as the primary relationship manager for plan participants and sponsors, identifying needs and referring to the broader team for deeper guidance.