More jobs:
Financial Wellness Advisor & Education Lead
Job in
Auburn, Androscoggin County, Maine, 04211, USA
Listed on 2026-06-15
Listing for:
Creative Planning Advisor Services, LLC
Full Time
position Listed on 2026-06-15
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Financial Sales
Job Description & How to Apply Below
Creative Planning Advisor Services, LLC is seeking a Financial Wellness Consultant responsible for delivering high-quality financial education services to 401(k) plan participants. This role emphasizes proactive financial guidance and client relationship management, ensuring participants receive necessary support for their financial goals.
The ideal candidate has over five years of experience in financial services, holds relevant qualifications such as Series 65 or CFP®, and displays strong communication skills. This hybrid role will involve leading group and one-on-one sessions, requiring travel of up to 50% within the designated area.
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×