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Financial Wellness Advisor & Education Lead
Job in
Augusta, Kennebec County, Maine, 04338, 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.
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