Securities Licensed Financial Coach

A company is looking for a Financial Wellness Coach to deliver retirement education and financial wellness materials to clients' employees. Key Responsibilities Deliver effective education and advice to retirement plan participants Collaborate with producers and consultants to enhance client interactions Engage in national initiatives and collaborate on companywide projects Required Qualifications 5+ years of industry experience A college degree Securities 65 or 66 license or professional certification Experience in financial or retirement planning or education Proficient to advanced Excel skills