Associate Advisor, Financial Wellness – Retirement Education

Mariner

Associate Advisor providing virtual financial education and participant support for Mariner’s retirement plan clients. Empowering individuals in retirement planning, budgeting, and investment decisions.

Posted 7/6/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $100,000 - $125,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

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.

Highest-signal resume keywords

Series 65 LicenseRetirement Plan EducationFinancial GuidanceParticipant Engagement StrategiesWealth Management Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Retirement PlanningInvestment PrinciplesPersonal Financial PlanningEducation Initiative DesignWebinar FacilitationBudgetingDebt ManagementClient DocumentationHigh-Volume Client Interaction

Soft Skills

CommunicationCollaborationProblem-SolvingCustomer Service

Tools & Technologies

Digital PlatformsVirtual Workshop Tools

Certifications & Qualifications

Bachelor’s DegreeSeries 65 License

Industry Keywords

Financial ServicesRetirement PlansParticipant EducationWealth ManagementQualified Retirement Plans

About the role

Key responsibilities & impact

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

What you’ll need

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

Benefits

Comp & perks

We believe in giving associates progressive opportunities
Actively nurturing professional growth
Giving back to the community
Building a diverse culture
Support for achieving career goals
An innovative workplace
Culture that fosters camaraderie, teamwork and work-life balance