401(K) Participant Education Specialist
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Job Description
Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a 401k Participant Education Specialist to their Advus Financial Partners team.
Location: Remote (Must reside in FL)
Job Summary:
A 401(k) Participant Education Specialist teaches employees about their employer-sponsored retirement plans, focusing on enrollment, investment choices, contribution strategies, and planning for retirement, using workshops, one-on-one meetings, and digital tools to simplify complex concepts like company match, loans, and withdrawal rules, bridging the gap between plan features and participant financial wellness to boost participation and understanding.
Essential Functions:
- Educate on Plan Features: Explain plan rules, benefits, company matching, and enrollment processes.
- Provide Investment Guidance: Teach investment fundamentals, risk tolerance, and asset allocation (without giving specific investment advice to avoid liability).
- Conduct Educational Sessions: Lead group workshops, webinars, and one-on-one meetings.
- Promote Financial Wellness: Integrate broader financial literacy, behavioral finance, and retirement readiness concepts.
- Support Plan Sponsors: Help employers create effective education policies and meet their fiduciary duties.
Competencies & Qualifications:
- Financial Knowledge: Strong grasp of retirement plans, investing, and regulations.
- Communication: Excellent public speaking, presentation, and interpersonal skills.
- Education Focus: Ability to simplify complex financial topics for diverse audiences.
- Tech Savvy: Familiarity with retirement plan software and virtual communication tools.
Education & Experience:
- 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
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.