Financial Wellness Consultant

Title: Financial Wellness Consultant Location: National Job Description: JOB SUMMARY Creative Planning is a top tier wealth management firm that provides investment management services and full comprehensive financial planni ng in-house. Creative Planning Retirement Services is a leading retirement plan advisor to employers and employees nationwide providing fiduciary consulting, investment advice, compliance support, and employee financial education. The Financial Wellness Consultant is responsible for delivering high-quality financial education services to 401(k) plan partic ipants and clients of Creative Planning. This role combines participant-focused education delivery with relationship-centric financial planning support, helping individuals make informed decisions abou t their financial lives and, when appropriate, connecting them with Creative Planning's compre hensive wealth management services for deeper guidance. The Financial Wellness Consultant executes strategic education pr ograms, provides guidance in one-on-one and group settings, and acts as a primary relationship manager for assigned clients and plan sponsors - identifying participant needs that extend beyond workplace retirement planning and making thoughtful referrals to Creative Planning's broader team to ensure each individual receives the right level of support. We do not accept resume submissions from th ird-party recruiters or staffing agencies. Please contact our recruiting team directly. JOB DUTIES • Serve as the primary point of contact for desi gnated plans, participants, and clients, providing proactive financial education and advisory support. • Collaborate with internal teams, plan spon sors, and consultants to identify needs and deliver targeted education strategies, including annual plans that drive engagement, plan health, and retirement readiness. • Lead group workshops, webinars, and one-on-one consultations on retirement planning, investing, insurance, budgeting, debt management, and overall financial wellness. • Provide holistic financial guidance - co vering investments, insurance, tax considerations, and estate planning, and make thoughtful referrals to Creative Planning's wealth management team when deeper support is appropriate. • Champion the firm's "No Participant Left Behind" philosophy by empowering individuals to take informed action toward their financial goals. • Support business development efforts, repr esent the education team in client and finalist meetings, and contribute to enterprise growth initiatives. • Oversee accurate and timely service delivery while maintaining a positive, solutions-oriented approach in a dynamic environment. • Travel up to 50% within the assigned geographic territory. EXPERIENCE / QUALIFICATIONS • Series 65, 66, or CFP • 5+ years of financial services experience , including direct client interaction. • Experience with qualified retirement plans, investment products, and general personal finance concepts. • Proven ability to present complex topics in a clear, compelling, and actionable way. • Strong communication, presentation, a nd relationship management skills. • Project management experience with the ability to coordinate with multiple stakeholders. • Ability to work successfully with all levels of an organization, from key decision-makers to frontline staff. • Bachelor's degree, preferably in finance, business, marketing, or related field. Salary Range: $90,000 to $100,000 (+ Bonus)