Senior Retirement Education Advisor — Financial Wellness Expert

Creative Planning; Los Angeles (CA); In loco; USD 90.000 - 100.000; Tempo pieno

Descrizione del lavoro

Creative Planning in the United States seeks a Retirement Education Advisor to deliver high-quality financial education to 401(k) plan participants and clients, combining education with relationship-focused planning and referrals to wealth management when deeper guidance is needed.

The role executes strategic education programs, conducts group workshops and one-on-one sessions, and serves as a primary relationship manager for clients and plan sponsors, driving retirement readiness and

Competenze

• Series 65, 66, or CFP® designation.
• 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 persuasively.
• Strong communication, presentation, and relationship skills.
• Project management experience coordinating with multiple stakeholders.
• Bachelor’s degree in finance, business, marketing, or related field.

Mansioni

• Serve as the primary contact for designated plans, participants, and clients with proactive education and advisory support.
• Collaborate with sponsors and consultants to deliver targeted education strategies.
• Lead group workshops, webinars, and one-on-one retirement planning sessions.
• Offer holistic financial guidance and referrals to the wealth management team when deeper support is needed.
• Champion the firm’s No Participant Left Behind philosophy and empower action toward goals.
• Support business development, represent the education team in meetings, and contribute to growth initiatives.
• Ensure accurate and timely service delivery while maintaining a solutions-oriented approach.
• Travel up to 50% within the assigned territory.

Conoscenze

Communication

Presentation

Relationship management

Project management

Client interaction

Team collaboration

Formazione

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

Descrizione del lavoro

Creative Planning in the United States seeks a Retirement Education Advisor to deliver high-quality financial education to 401(k) plan participants and clients, combining education with relationship-focused planning and referrals to wealth management when deeper guidance is needed.

The role executes strategic education programs, conducts group workshops and one-on-one sessions, and serves as a primary relationship manager for clients and plan sponsors, driving retirement readiness and