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Financial Consultant

Senior Retirement Education Advisor & Client Planning Lead

Job in Erie, Erie County, Pennsylvania, 16501, USA
Listing for: Creative Planning
Full Time position
Listed on 2026-02-19
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services firm is seeking a Lead Education Advisor to deliver high-quality financial education services to clients and 401(k) plan participants. The role involves managing client relationships and executing educational programs on retirement planning and personal finance. The ideal candidate should have significant financial services experience, strong communication skills, and hold a relevant certification like Series 65 or CFP®.

The position requires proactive engagement and may involve travel within the assigned territory.
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Position Requirements
10+ Years work experience
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