Associate Advisor, Financial Wellness – Retirement Education

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🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $100k - $125k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

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Mariner

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💸 Finance

🤝 B2B

💰 $75M Debt financing on 2022-02

Finance • B2B

Mariner is a national wealth management firm that provides comprehensive financial planning and investment management services to individuals, families, advisors, and businesses. The firm offers integrated solutions including wealth planning, tax planning and preparation, estate and trust services, insurance solutions, retirement plan services, institutional cash management, and valuation and advisory services. Mariner supports advisors with in-house teams and serves a range of client segments—executives, professional athletes, medical and dental professionals, and business owners—focusing on fiduciary advice and collaborative, sophisticated wealth strategies.

📋 Description

• Deliver one-on-one virtual consultations and education sessions for retirement plan participants via phone and digital platforms • Design and implement education initiatives to improve participant engagement, retirement preparedness, and plan utilization • Lead webinars, virtual workshops, and campaigns focused on retirement readiness, investing, budgeting, and debt management • Partner with internal teams and plan sponsors to develop strategies that increase participant engagement and improve outcomes • Provide general financial guidance on retirement planning, investments, insurance, and other wellness topics with actionable next steps • Identify participant needs and refer to Mariner’s advisory professionals when additional support is appropriate • Support participant outreach, inbound education requests, and digital engagement in a high-volume environment • Maintain accurate documentation, follow-up, and service standards throughout all client and participant interactions

🎯 Requirements

• Bachelor’s degree in finance, business, communications, marketing, or a related field preferred • Minimum 3 years of experience in financial services, retirement plans, participant education, or wealth management • Series 65 license required • Working knowledge of qualified retirement plans, investment principles, and personal financial planning concepts

🏖️ Benefits

• We believe in giving associates progressive opportunities • Actively nurturing professional growth • Giving back to the community • Building a diverse culture • Support for achieving career goals • An innovative workplace • Culture that fosters camaraderie, teamwork and work-life balance