Similar Jobs
See allFinancial Consultant - Client Growth & Retention
Edelman Financial Engines
US
Consultative Sales
Customer Service
Financial Planning
AVP, Wealth Advisor
Farther
US
Financial Planning
Wealth Management
Client Relationship Management
Senior Wealth Advisor, Practice Lead
Empower
US
Financial Planning
Wealth Management
Client Relationship Management
Associate Wealth Advisor
Focus Partners Wealth
US
Financial Planning
Wealth Management
Client Relationship Management
New Plan Document Assistant
Strongpoint Partners
US
Compliance
Customer Service
Analytical Skills
Responsibilities:
- Deliver one-on-one virtual consultations and education sessions for retirement plan participants via phone and digital platforms
- Design and implement education initiatives to improve participant engagement, retirement preparedness, and plan utilization
- Lead webinars, virtual workshops, and campaigns focused on retirement readiness, investing, budgeting, and debt management
Requirements:
- Bachelor's degree in finance, business, communications, marketing, or a related field preferred
- Minimum 3 years of experience in financial services, retirement plans, participant education, or wealth management
- Series 65 license required
Culture:
- We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community
- We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals
- We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance
Mariner
Mariner empowers individuals to build secure financial futures through retirement plan services and advisory support. The firm offers a collaborative culture that fosters teamwork, professional growth, and work-life balance.