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Senior Retirement Education Advisor & Client Planning Lead
Job in
Hazelwood, St. Louis city, Missouri, 63042, USA
Listed on 2026-02-19
Listing for:
Creative Planning
Full Time
position Listed on 2026-02-19
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A financial services firm is seeking a Lead Education Advisor in Missouri to deliver high-quality financial education services to participants and clients. This role involves leading workshops, managing client relationships, and providing comprehensive financial guidance including retirement planning and investment advice. Candidates should possess over 5 years of relevant experience and a bachelor's degree in finance or a related field.
Travel may be required up to 50% within the assigned territory.
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Position Requirements
10+ Years
work experience
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