Director, Financial Wellness – Retirement Education

🕒 July 20

🇺🇸 United States – Remote

💵 $125k - $175k / year

⏰ Full Time

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Mariner

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💼 Consulting

🛡️ Insurance

💸 Finance

💰 $75M Debt financing on 2022-02

Consulting • Insurance • Finance

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

• Act as a dedicated resource for assigned retirement plans, participants, and client relationships by delivering ongoing financial education and participant support • Partner with internal stakeholders, consultants, and employer groups to develop and execute education initiatives designed to enhance participant engagement, retirement preparedness, and plan utilization • Facilitate educational meetings in both group and individual settings, including workshops, webinars, enrollment meetings, and personalized consultations covering retirement planning, investing fundamentals, debt management, budgeting, and financial wellness topics • Provide broad-based financial guidance and help individuals evaluate next steps related to investments, insurance, tax awareness, and long-term financial planning • Recognize situations that warrant more specialized support and coordinate introductions to Mariner’s wealth management or advisory professionals as appropriate • Help participants translate financial concepts into practical actions that support their personal goals and long-term financial confidence • Participate in client review meetings, prospective client presentations, and strategic growth initiatives supporting the organization’s retirement and wealth objectives • Ensure a high standard of service execution, responsiveness, and follow-through while managing multiple priorities in a fast-paced environment • Maintain consistent travel throughout the assigned territory, including in-person client meetings and educational events

🎯 Requirements

• Minimum of ten years of experience in financial services, retirement plans, participant education, or wealth management • Expert knowledge of qualified retirement plans, investment principles, and personal financial planning concepts • Bachelor’s degree in finance, business, communications, marketing, or a related discipline preferred • Willingness and availability to travel 60% of the time • FINRA series license 65, 66 CFP or equivalent financial planning licensure

🏖️ Benefits

• Health insurance • Retirement plans • Paid time off • Flexible work arrangements • Professional development • Bonuses