Education Consultant and Wealth Advisor

Job description

Great opportunity to join our Retirement and Private Wealth Team! Are you a bright, outgoing, people-oriented person? If so, this is the career for you. As an Education Consultant and Wealth Advisor , you will engage retirement plan participants and their families in holistic financial well-being by providing recommendations that will help them drive positive financial outcomes while growing and maintaining your book of personal wealth clients. You will have continuous learning and development opportunities to work towards your career goals . Qualifications: - Manage a strong Client relationship and provide exceptional service - Provide financial education and advice to help employees make informed decisions about retirement savings and other aspects of their financial wellbeing - Educate the employee on their retirement picture, including social security, pension plans, state governmental plans, employer plans (401(k), 403(b), etc.), and individual savings plans (IRA, 529, Non-qualified investments, etc.) - Maintain a level of Operational knowledge to be able to assist the Client and plan participants with processes and transactions - Proactively engage with plan sponsors, advisor...