Financial Wellness Consultant
CAPTRUST
full-time
Posted on:
Location Type: Remote
Location: United States
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Salary
💰 $93,000 - $130,000 per year
Tech Stack
About the role
- 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
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)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
leadershipcommunicationcoordinationclient relationship managementstakeholder engagementeducational skillsideationaction planning
Certifications
Professional LicenseCertification 65Certification 6Certification 7