Note: The job is a remote job and is open to candidates in USA. Creative Planning provides financial education and wealth management services to retirement plan participants and clients. The Financial Wellness Consultant delivers retirement education, holistic financial guidance, relationship management, and referrals to broader wealth management services while supporting client engagement and business development.
Responsibilities
- Serve as the primary point of contact for designated plans, participants, and clients, providing proactive financial education and advisory support
- Collaborate with internal teams, plan sponsors, and consultants to identify needs and deliver targeted education strategies, including annual plans that drive engagement, plan health, and retirement readiness
- Lead group workshops, webinars, and one-on-one consultations on retirement planning, investing, insurance, budgeting, debt management, and overall financial wellness
- Provide holistic financial guidance - covering investments, insurance, tax considerations, and estate planning, and make thoughtful referrals to Creative Planning’s wealth management team when deeper support is appropriate
- Champion the firm’s “No Participant Left Behind” philosophy by empowering individuals to take informed action toward their financial goals
- Support business development efforts, represent the education team in client and finalist meetings, and contribute to enterprise growth initiatives
- Oversee accurate and timely service delivery while maintaining a positive, solutions-oriented approach in a dynamic environment
- Travel up to 50% within the assigned geographic territory
Skills
- Series 65, 66, or CFP •® •
- 5+ years of financial services experience, including direct client interaction
- Experience with qualified retirement plans, investment products, and general personal finance concepts
- Proven ability to present complex topics in a clear, compelling, and actionable way
- Strong communication, presentation, and relationship management skills
- Project management experience with the ability to coordinate with multiple stakeholders
- Ability to work successfully with all levels of an organization, from key decision-makers to frontline staff
- Bachelor's degree, preferably in finance, business, marketing, or related field
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