Senior Retirement Education Strategist

Creative Planning; Philadelphia (Philadelphia County); Híbrido; USD 70.000 - 90.000; Jornada completa

Descripción de la vacante

A leading financial services firm is seeking a Lead Education Advisor to deliver high-quality financial education services. The ideal candidate will have over 5 years of experience in financial services, strong communication skills, and be certified as Series 65, 66, or CFP®. Responsibilities include leading education workshops, providing proactive advisory support, and developing targeted financial strategies for clients. This role offers opportunities to empower participants in making informed financial decisions and requires travel within the designated territory.

Formación

• 5+ years of financial services experience, including direct client interaction.
• Series 65, 66, or CFP® certification is required.
• Experience with qualified retirement plans and investment products.

Responsabilidades

• Serve as the primary point of contact for designated plans and participants.
• Lead group workshops on financial wellness and retirement planning.
• Collaborate to develop tailored education strategies.

Conocimientos

Strong communication skills

Presentation skills

Relationship management

Project management

Educación

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

Herramientas

Financial planning software

Descripción del empleo

A leading financial services firm is seeking a Lead Education Advisor to deliver high-quality financial education services. The ideal candidate will have over 5 years of experience in financial services, strong communication skills, and be certified as Series 65, 66, or CFP®. Responsibilities include leading education workshops, providing proactive advisory support, and developing targeted financial strategies for clients. This role offers opportunities to empower participants in making informed financial decisions and requires travel within the designated territory.