More jobs:
Retirement Readiness Educator & Advisor
Job in
Gilbert, Maricopa County, Arizona, 85233, 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 Consultant, Financial Advisor
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 and clients. This role combines participant-focused education and relationship-centric financial planning support, helping individuals make informed financial decisions.
The ideal candidate will have 5+ years of experience in financial services and relevant certifications like Series 65, 66, or CFP®. The position involves leading workshops and providing holistic guidance on investments and retirement planning.
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