Senior Retirement Education Advisor — Financial Wellness Expert
Job in
Los Angeles, Los Angeles County, California, 90079, USA
Listed on 2026-08-24
Listing for:
Creative Planning
Full Time
position Listed on 2026-08-24
Job specializations:
-
Finance & Banking
-
Education / Teaching
Job Description & How to Apply Below
Creative Planning in the United States seeks a Retirement Education Advisor to deliver high-quality financial education to 401(k) plan participants and clients, combining education with relationship-focused planning and referrals to wealth management when deeper guidance is needed.
The role executes strategic education programs, conducts group workshops and one-on-one sessions, and serves as a primary relationship manager for clients and plan sponsors, driving retirement readiness and
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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