Securities Licensed Financial Coach

A company is looking for a Financial Wellness Coach to deliver retirement education and financial wellness materials to clients' employees.

Key Responsibilities

Deliver effective education and advice to retirement plan participants

Collaborate with producers and consultants to enhance client interactions

Engage in national initiatives and collaborate on companywide projects

Required Qualifications

5+ years of industry experience

A college degree

Securities 65 or 66 license or professional certification

Experience in financial or retirement planning or education

Proficient to advanced Excel skills