Education Consultant and Wealth Advisor

Education Consultant and Wealth Advisor page is loaded## Education Consultant and Wealth Advisor remote type:
Hybrid Working locations:
Omaha, NEtime type:
Full time posted on:
Posted Todayjob requisition :
R0035131

Great opportunity to join our Retirement and Private Wealth Team!

As an Education Consultant and Wealth Advisor**,
** you will engage retirement plan participants and their families in holistic financial well-being by providing recommendations that will help them drive positive financial outcomes while growing and maintaining your book of personal wealth clients. You will have
** continuous learning
** and
** development opportunities
** to work towards your
** career goals****.
**** Your job responsibilities as the Education Consultant and Wealth Advisor:
*** Manage a strong Client relationship and provide exceptional service
* Provide financial education and advice to help employees make informed decisions about retirement savings and other aspects of their financial wellbeing
* Educate the employee on their retirement picture, including social security, pension plans, state governmental plans, employer plans (401(k), 403(b), etc.), and individual savings plans (IRA, 529, Non-qualified investments, etc.)
* Maintain a level of Operational knowledge to be able to assist the Client and plan participants with processes and transactions
* Proactively engage with plan sponsors, advisors, client service team, and marketing to enhance the education experience for all plan participants
* Actively engage in marketing activities, including speaking, writing, attending events, and maintaining an active social media presence
* Assist employees with any retirement or financial needs.
* Develop and manage private client relationships
* Prepare and analyze financial planning documents such as goal projections, investment recommendations, debt pay-down strategies, etc.
* Provide ongoing legislative and regulatory updates to clients and participants in preparation for reviews
* Manage relationships with strategic partners and vendors.
* Manage communication between the client and internal teams to support existing processes
* Assist with benefits fairs, retirement seminars, open enrollments, and one-on-one appointments hosted by the employer, utilize one-on-one meetings, webinars, workshops, group meetings, and newsletters to deliver educational programming
* Track meeting activity and wealth management lead pipeline for annual client reviews
*
* Qualifications:

** You are perfect for this opportunity if you have:
* A bachelor’s degree or equivalent from a four-year college or university is preferred.
* Minimum of two years of experience in relationship management, preferably within the retirement industry.
* An equivalent combination of education and/or relevant work experience may be substituted in lieu of minimum qualifications.
* Series 63 or 65 or Series 66 license within 90 days of hire date.
* Broad understanding of retirement benefits.
* High integrity, good judgment skills, and commitment to doing the right thing for their clients.
* Excellent verbal and written communication skills.
* Team player with a great attitude, self-motivation, and the ability to work in a fast-paced environment.
* Strong communication, interpersonal, multi-tasking, and organizational skills.
* Must be thorough, detail-oriented, and responsible for working with confidential information.
* Ability to accommodate immediate requests, perform under short deadlines and coordinate multiple jobs.
* Ability to function independently with minimal supervision.
* Regional travel is required.
** We are the perfect fit if you:
*** Are seeking a progressive work environment at a rapidly growing organization.
* Have an entrepreneurial spirit and are challenged by the opportunity to grow the business.
* Are a self-starter willing to invest time and energy to learn the technical aspects of our business.
* Believe in integrity and building success by developing relationships with others.
** Our Vision:
** To be everywhere risk exists – today and tomorrow. Helping protect what matters most.
** Our Mission:
** To protect and support the aspirations of individuals, families, and…