Financial Wellness Specialist, Bilingual Spanish

Role Overview

• Facilitate events virtually, locally and nationwide as client needs require, as well as conduct one-on-one consultations with employees
• Prepare for all meetings in advance and understand benefit plan details, culture of company, employee demographics, etc.
• Collaborate with Engagement Consultants on strategies for effective delivery of select client events (i.e. in person meetings, webinars, benefit fairs, etc.)
• Support multiple enterprise initiatives by encouraging meeting participants to take action with effective presentation and consultation tactics

Requirements

• Bilingual required (Spanish) – Independent assessment and formal certification obtained within 90 days of hire
• Series 7 and Series 66 (or ability to obtain within compliance timeframe); 63 & 65 are acceptable in lieu of 66
• Proficiency with digital tools, virtual platforms
• Highly organized, results-oriented and adaptable to employee and company needs
• Expert knowledge of 401(k) plans, equity compensation, Health Savings Account, retirement planning at 5-7 years’ experience
• Proven experience delivering engaging presentations virtually and in-person
• Certified Retirement Plan Counselor designation

Benefits

• This role is currently benefits eligible.
• We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.