Retirement Plan Education Advisor

Job description

Overview Central Trust Company provides world‑class, fee-only wealth management and retirement plan solutions, including investment management, fiduciary services, financial planning, and retirement plan services—delivered free from conflicts of interest. We are committed to providing legendary client service, guided by our Midwest values and a proud heritage dating back to 1902. Our Retirement Services team partners with employers and plan participants to improve retirement outcomes through education, engagement, and fiduciary‑aligned support. Job Summary: We are seeking a client‑focused and team‑oriented Retirement Plan Education Advisor to deliver high‑quality retirement education and participant support for employer‑sponsored retirement plans. This role is ideal for an individual who enjoys working directly with people, presenting financial concepts in a clear and approachable manner, and contributing to a collaborative team environment. The Retirement Plan Education Specialist works closely with retirement plan recordkeepers, internal partners, and plan sponsors to support participant engagement, enrollment, and retirement readiness. Success in this role requires strong commun...