Associate Advisor, Financial Wellness – Retirement Education

Responsibilities

• Deliver one-on-one virtual consultations and education sessions for retirement plan participants via phone and digital platforms
• Design and implement education initiatives to improve participant engagement, retirement preparedness, and plan utilization
• Lead webinars, virtual workshops, and campaigns focused on retirement readiness, investing, budgeting, and debt management
• Partner with internal teams and plan sponsors to develop strategies that increase participant engagement and improve outcomes
• Provide general financial guidance on retirement planning, investments, insurance, and other wellness topics with actionable next steps
• Identify participant needs and refer to Mariner’s advisory professionals when additional support is appropriate
• Support participant outreach, inbound education requests, and digital engagement in a high-volume environment
• Maintain accurate documentation, follow-up, and service standards throughout all client and participant interactions

Requirements

• Bachelor’s degree in finance, business, communications, marketing, or a related field preferred
• Minimum 3 years of experience in financial services, retirement plans, participant education, or wealth management
• Series 65 license required
• Working knowledge of qualified retirement plans, investment principles, and personal financial planning concepts

Core Competencies

Demonstrates expertise in delivering virtual consultations and educational sessions on retirement planning, investment strategies, and financial wellness. Proficient in engaging participants through webinars and workshops while maintaining high service standards and accurate documentation.