Retirement Plan Benefit Educator

Modern Wealth Management•Mesa, AZ

15h

About The Position

The Retirement Plan Benefit Educator is responsible for delivering retirement plan education to plan participants through in-person and virtual engagements. This role ensures participants understand their retirement benefits and feel supported by providing clear, engaging education and relationship-driven service. The ideal candidate will enhance participant experience, support client servicing efforts, and help identify opportunities to introduce broader wealth management services.

Requirements

No specific degree or certification required
Entry-level to early-career experience; candidates transitioning from other fields encouraged to apply
Teaching, training, customer service, or education background preferred
Strong verbal and interpersonal communication skills
Comfort presenting to groups and engaging one-on-one
Willingness and ability to travel up to 1–2 weeks per month

Nice To Haves

Spanish-speaking / bilingual preferred

Responsibilities

Deliver retirement plan education sessions to participants in both in-person and virtual settings
Travel to client sites approximately 1–2 weeks per month, primarily between Phoenix and Los Angeles
Build and maintain strong relationships with retirement plan participants
Provide clear explanations of retirement plan concepts to diverse audiences
Coordinate and prepare materials for group and individual education sessions
Support ongoing servicing of retirement plan clients in partnership with internal teams
Identify opportunities to introduce participants to wealth management, tax, or estate planning services
Collaborate closely with the Company Retirement Plan Team to ensure consistent service delivery
Participate in onboarding, training, and professional development with experienced educators
Represent the firm professionally at client locations and events