Retirement Specialist
Job Summary
To support members in achieving financial confidence, the full-time remote Retirement Specialist will provide one-on-one coaching on retirement planning, investment education, and related financial topics while fostering ongoing engagement and behavior change.
Key Responsibilities
- Deliver personalized coaching focused on retirement planning, investment education, and comprehensive financial topics
- Motivate members to adopt healthier financial habits and maintain ongoing coaching relationships
- Research complex member situations to develop innovative financial strategies and stay updated on relevant regulations
Required Qualifications
- 5+ years of experience in consumer finance or tax-related fields
- 4-year degree from an accredited institution or equivalent experience
- Proven track record of engaging clients with value-added services
- High comfort with technology and financial software
- Openness to continuous development and a passion for assisting others
Complete Job Description
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