Education Consultant Jobs

About The Position

Requirements

• FINRA Series 7 license and RIA affiliation licensing requirements
• Bilingual (Spanish Speaking)
• Must be able to work independently, with some supervision and direction from manager
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint & Outlook)
• Comfortable speaking with people in group and one-on-one settings (both virtually and in-person) with strong interpersonal skills
• Project management experience with working on several projects with different timelines simultaneously
• Strong attention to detail, organizational skills, customer service skills, and verbal/written communication skills
• Must be a team player

Nice To Haves

• Bachelor’s degree preferred
• 2-5 years of experience preferred in financial services, retirement plans, and investments
• Prior experience working with retirement plans and presenting to clients preferred

Responsibilities

• Maintains strong and effective relationships with clients, co-workers, retirement plan vendors, strategic partners and other business contacts to provide exceptional service
• Proactively engage in day-to-day communication with plan sponsors, advisors, client service team and marketing to enhance the education experience for all plan participants
• Assists both Plan Sponsors and Plan Participants with questions, requests and issue resolution
• Review, organize, process and submit completed client paperwork to appropriate parties
• Develop customized educational programs and content to maximize employee engagement with HUB, accounting for a wide range of demographics and communication strategies
• Provide financial education to help employees make informed decisions about retirement savings and other aspects of their financial wellbeing
• Utilize one-on-one meetings, webinars, workshops, group meetings, benefit fairs and videos/podcasts to deliver educational programming
• Educate the employee on their retirement picture, including social security, pension plans, rollovers, state governmental plans, employer plans (401(k), 403(b), 457), and individual savings plans (IRA, 529 College Plans)
• Actively engage in marketing activities including speaking, writing, attending events and maintaining an active social media presence
• Manage communication between the client and internal teams to support existing processes
• Track meeting activity and wealth management lead pipeline for annual client reviews.
• Generate revenue by cross-selling and converting clients to retail
• Pursue career growth in the direction of becoming a Retirement Plan Advisor or Financial Planner
• Provide marketing and sales support
• Work with the wealth management team to identify, qualify, and convert retirement plan participants to wealth management clients following a warm hand-off process
• Special projects and other duties as assigned

Benefits

• Competitive salaries and benefits offerings
• Medical/dental/vision insurance and voluntary insurance options
• Health Savings Account funding
• 401k matching program
• Company paid Life and Short-Term Disability Plans
• Supplemental Life and Long-Term Disability Options
• Comprehensive Wellness Program
• Paid Parental Leave
• Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
• Great work/life balance
• Focus on creating a meaningful environment through employee engagement events
• The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
• Growth potential - HUB is constantly growing and so can your career!
• A rewarding career that helps local businesses in the community
• Strong community support and involvement through HUB Gives
• Opportunity to be involved in our DEIC initiatives and efforts to be an inclusive company through our Employee Resource Groups and Employee Voices Groups