Series 65 Licensed Associate Advisor

Job Summary

Empowering individuals to build secure financial futures, the full-time remote Series 65 Licensed Associate Advisor in Financial Wellness & Retirement Education will deliver virtual financial education and participant support services to retirement plan clients.

Key responsibilities

• Deliver one-on-one virtual consultations and education sessions for retirement plan participants via phone and digital platforms
• Design and implement education initiatives to improve participant engagement, retirement preparedness, and plan utilization
• Lead webinars and virtual workshops focused on retirement readiness, investing, budgeting, and debt management

Required qualifications

• Bachelor's degree in finance, business, communications, marketing, or a related field preferred
• Minimum 3 years of experience in financial services, retirement plans, participant education, or wealth management
• Series 65 license required
• Working knowledge of qualified retirement plans, investment principles, and personal financial planning concepts