The Retirement Plan Education Advisor will deliver 401(k) plan and financial wellness education to retirement plan participants and develop education strategies for clients. The Retirement Plan Education Advisor is responsible for leading strategic education planning discussions with clients, conducting participant education meetings, driving engagement campaigns, and working directly with retirement plan participants to enhance their understanding and outcomes.Essential ResponsibilitiesBuild trusted client relationships and develop strategic employee engagement plans to promote long-term financial wellnessDesign, develop, and implement comprehensive participant education programs tailored to client needsDeliver 401(k) enrollment and financial wellness presentations through in-person meetings, webinars, and on-demand recordingsCreate educational content, flyers, and communications for participant engagement initiativesManage web-based participant engagement platforms and coordinate with recordkeeping partners' systemsProvide participant support through phone calls and email responses to address questions and concernsCollaborate with Retirement Plan Advisors on education strategies and maintain regular communication regarding client interactionsTrack and manage education tasks, follow-ups, and client meeting outcomes using Salesforce reporting systemsSchedule education meetings and coordinate local travel to client offices as needed.