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Senior Retirement Education Advisor — Financial Wellness Expert

Job in Los Angeles, Los Angeles County, California, 90079, USA
Listing for: Creative Planning
Full Time position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 90000 - 100000 USD Yearly USD 90000.00 100000.00 YEAR
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

Our group is growing, and we are hiring a Senior Retirement Education Advisor — Financial Wellness Expert in Los Angeles, CA, United States.

If your experience matches this role, we encourage you to apply.

All applications are reviewed carefully by our team.

The position is based in Los Angeles, CA, United States.

This opportunity is part of our work in Finance.

The advertised compensation is 90..

Position Requirements
10+ Years work experience
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