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Financial Wellness Consultant

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteTeam 1,001-5,000Since 1989H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

7 days ago

Salary

$93K - $130K / year

Bachelor Degree10 yrs expEnglish

Job Description

• Conduct comprehensive discovery meetings with client key stakeholders • Lead the ideation process and craft a detailed Action Plan • Coordinate with internal and external parties to finalize the Action Plan • Serve as the primary point of contact post-launch • Work closely with the client to determine data availability • Educate clients on the value and impact of a holistic financial wellness program

Job Requirements

  • 4-year college degree or equivalent years of experience
  • 10 years of related industry experience; retirement plans and relationship management
  • Professional License/Certification required (65,6, or 7)

Benefits

  • Company discretionary bonus
  • Health, dental, and vision coverage
  • Employer 401(k) plan and company match
  • Health savings accounts
  • Flexible spending accounts
  • Voluntary supplemental plans subject to plan terms
  • Company-paid benefits such as life insurance
  • Short-term disability
  • Long-term disability, subject to applicable waiting periods
  • Paid time off (PTO)
  • Paid Sick Leave (PSL)

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