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Financial Consultant Financial Services

Associate Director, Financial Wellness – Retirement Education

Job in Raleigh, Wake County, North Carolina, 27601, USA
Listing for: Marsh & McLennan
Full Time position
Listed on 2026-01-03
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Services
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A financial services firm seeks an Associate Director for Financial Wellness in Raleigh, NC, to enhance participant engagement and drive revenue. The role requires 3-5 years of related experience, a CFP designation, and strong communication skills. Responsibilities include one-on-one meetings with retirement plan participants, developing strategic education programs, and collaborating with the team on financial wellness deliverables. This position offers hybrid work and generous time off along with robust benefits.
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Position Requirements
10+ Years work experience
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