Wealth RPS Participant Education Specialist

The Wealth RPS Participant Education Specialist (bilingual English and Spanish) is responsible for conducting participant education meetings covering a variety of topics tailored to client and participant needs based upon plan provisions, participant demographics, plan utilization, investment characteristics and participant needs. The incumbent is responsible for developing and updating presentations based upon changing economic conditions, regulatory considerations and educational trends in the marketplace. This position will work in concert with the Wealth RPS Advisors, Relationship Managers, and Account Managers to provide meaningful educational sessions (group and one-to-one) leading to strong client satisfaction and retention. New grads welcome to apply!

KEY RESPONSIBILITIES

• Conduct participant group and 1:1 educational sessions on a broad ranges of topics including, but not limited to, plan migration to JFG RPS, enrollment, importance of plan participation/saving for retirement, investment fundamentals, budgeting, financial wellness, pre-retirement planning considerations, and the investment & market environment.
• Develop meaningful, professional and targeted presentations customized based upon client and participant educational needs, plan provisions, plan demographics and regulatory requirements. Leverage previously developed materials to re-deploy across JFG RPS client base. Understand client's retirement plan objectives utilizing a purposeful discovery process and consultative needs-based approach.
• Develop, maintain and provide continuous improvement for a financial wellness program bringing together internal partners from Financial Advisory, Wealth Advisory, Banking, Mortgage and other aspects of JFG.
• Develop, cultivate and maintain strong relationships with key internal and external business partners.
• Manage, along with Wealth RPS Advisors and clients, the scheduling and execution of participant education sessions.
• Actively manage inherent risks by adhering to internal policies and procedures, complex and evolving DOL/IRS/SEC regulatory requirements and exercising sound judgment.
• Lead or actively participate in key initiatives to improve participant experience and services, sales toolkit, client retention and solution offerings.
• Complete, timely and accurate documentation of client relationship for fiduciary, regulatory and internal client relationship management reporting.
• Additional Job Responsibilities
• Supporting the sales processes:
  • Actively participate in the sales process as appropriate to demonstrate the strength and breadth of our participant education programs, participant facing tools and education curriculum development.
  • Knowledge of full portfolio of JFG products and services to be able to make referrals to internal partners as identified in conversations with plan participants and plan sponsors.
  • Ability to motivate plan participants to enroll in the plan and/or contemplate deferral increases.
  • Responsible for meeting or exceeding referral goals.
  • Perform proactive client participant education needs assessments jointly with or independently of the RPS Advisor.
  • Applies sound judgment, innovation and appropriate creativity in management of client relationships.
  • Participate in an active and meaningful role in a community or industry organization.

JOB REQUIREMENTS - EDUCATION, KNOWLEDGE AND SKILLS

• Bachelor's Degree and/or 2-4 years' experience working with financial services clients; groups and/or individuals. A combination of appropriate education and experience will be considered. New grads are encouraged to apply, especially those with a focus on communications, public relations, and related disciplines.
• Demonstrated expertise in live and virtual setting communications for presentations/education. Must enjoy and be comfortable with public speaking in group and one on one settings
• Knowledge of basic retirement plan services solutions and investment management or personal financial planning concepts are desired. We have a tenured staff that will train the right candidate in our JFG philosophy of offering high quality financial education and advice to the workforce.
• Industry specific professional certifications desired at hire or supported by company within role; CFP, CEBS, QKA, QPA,
• Understanding and strong working knowledge of MS Office products, particularly PowerPoint and Excel. Fluency with other collateral and communication technology tools such as Brainshark helpful.
• Significant travel required (60-80% of available time) within our footprint
• Series 65 License required within 90 days of hire. Company supports exam preparation training and continuing education requirements after licensure.
• Bilingual (English and Spanish) skills desired

Johnson Financial Group supports and is committed to the principle of equal employment opportunity. We make all employment-related decisions without regard for an individual's race, color, religion, sex, sexual orientation, age, national origin, citizenship, disability, veteran status, or any other protected status as required by law.