Vacancy Description
Great opportunity to join our Retirement and Private Wealth Team!
**Are you a bright, outgoing, people-oriented person? If so, this is the career for you.**
As an Education Consultant and Wealth Advisor **,** you will engage retirement plan participants and their families in holistic financial well-being by providing recommendations that will help them drive positive financial outcomes while growing and maintaining your book of personal wealth clients. You will have **continuous learning** and **development opportunities** to work towards your **career goals** **.**
**Your job responsibilities as the Education Consultant and Wealth Advisor:**
+ Manage a strong Client relationship and provide exceptional service
+ Provide financial education and advice to help employees make informed decisions about retirement savings and other aspects of their financial wellbeing
+ Educate the employee on their retirement picture, including social securi...
**Are you a bright, outgoing, people-oriented person? If so, this is the career for you.**
As an Education Consultant and Wealth Advisor **,** you will engage retirement plan participants and their families in holistic financial well-being by providing recommendations that will help them drive positive financial outcomes while growing and maintaining your book of personal wealth clients. You will have **continuous learning** and **development opportunities** to work towards your **career goals** **.**
**Your job responsibilities as the Education Consultant and Wealth Advisor:**
+ Manage a strong Client relationship and provide exceptional service
+ Provide financial education and advice to help employees make informed decisions about retirement savings and other aspects of their financial wellbeing
+ Educate the employee on their retirement picture, including social securi...
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