401(k) Participant Education Specialist

Bachelor’s degree in Business, Finance, Accounting, or a related field 2–5 years of experience working with 401(k) plans Strong interpersonal, written, and verbal communication skills High attention to detail and ability to manage multiple projects simultaneously Proficiency with CRM systems and Microsoft Office Suite Must hold Series 65 license

Educate on Plan Features Provide Investment Guidance Conduct Educational Sessions Promote Financial Wellness Support Plan Sponsors