The Retirement Plan Education Advisor will deliver 401(k) plan and financial wellness education to retirement plan participants and develop education strategies for clients. The Retirement Plan Education Advisor is responsible for leading strategic education planning discussions with clients, conducting participant education meetings, driving engagement campaigns, and working directly with retirement plan participants to enhance their understanding and outcomes.Essential ResponsibilitiesBuild trusted client relationships and develop strategic employee engagement plans to promote long-term financial wellness.Design, develop, and implement comprehensive participant education programs tailored to client needs.Deliver 401(k) enrollment and financial wellness presentations through in-person meetings, webinars, and on-demand recordings.Create educational content, flyers, and communications for participant engagement initiatives.Manage web-based participant engagement platforms and coordinate with recordkeeping partners' systems.Provide participant support through phone calls and email responses to address questions and concerns.Collaborate with Retirement Plan Advisors on education strategies and maintain regular communication regarding client interactions.Track and manage education tasks, follow-ups, and client meeting outcomes using Salesforce reporting systems.Schedule education meetings and coordinate local travel to client offices as needed.
