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Financial Consultant

Retirement Plan Wellness Advocate

Job in Kansas City, Jackson County, Missouri, 64101, USA
Listing for: Creative Planning
Full Time position
Listed on 2026-01-15
Job specializations:
  • Finance & Banking
    Financial Consultant
Job Description & How to Apply Below
A financial services firm is seeking a Financial Wellness Representative in Kansas City, Missouri. This role involves educating retirement plan participants about their financial options after leaving their employer. Responsibilities include handling inbound and outbound communications, conducting meetings, and guiding participants in making informed decisions about their retirement savings. Ideal candidates will have a relevant degree and Series 65 or 66 certification and possess strong communication skills, with a commitment to serving all participants regardless of their financial background.
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