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Posted 1w ago

Retirement Plan Education Advisor

@ Central Bancompany
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Springfield, Missouri, United States
OnsiteFull Time
Responsibilities:organize presentations, educate participants, collaborate with recordkeepers
Requirements Summary:Bachelor’s degree in business or finance or related field, or equivalent experience; 1–3 years in financial services; knowledge of defined contribution plans; strong communication and presentation skills; customer service orientation; detail oriented; confidentiality.
Technical Tools Mentioned:Presentation tools, Financial planning software
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Job Description

Overview

Central Trust Company provides world‑class, fee-only wealth management and retirement plan solutions, including investment management, fiduciary services, financial planning, and retirement plan services—delivered free from conflicts of interest. We are committed to providing legendary client service, guided by our Midwest values and a proud heritage dating back to 1902.

Our Retirement Services team partners with employers and plan participants to improve retirement outcomes through education, engagement, and fiduciary‑aligned support.

 

Job Summary

We are seeking a client‑focused and team‑oriented Retirement Plan Education Advisor to deliver high‑quality retirement education and participant support for employer‑sponsored retirement plans. This role is ideal for an individual who enjoys working directly with people, presenting financial concepts in a clear and approachable manner, and contributing to a collaborative team environment.

The Retirement Plan Education Specialist works closely with retirement plan recordkeepers, internal partners, and plan sponsors to support participant engagement, enrollment, and retirement readiness. Success in this role requires strong communication skills, attention to detail, initiative, and a commitment to exceptional client service within a fiduciary framework.

 

Job Duties

  • Organize, coordinate, and present retirement plan education meetings for participants, including:
    • New hire and open enrollment meetings
    • Group education sessions on retirement planning and financial wellness topics
    • Individual participant education meetings, as appropriate
  • Educate participants on retirement plan features, contribution options, and basic investment principles using firm‑approved tools and materials
  • Assist participants in evaluating progress toward retirement goals and understanding retirement readiness concepts
  • Work collaboratively with retirement plan recordkeepers and other professionals to support ongoing plan administration and participant education efforts
  • Assist with onboarding and education support for new retirement plan clients, including participant communications and enrollment activities
  • Obtain, maintain, and properly document required compliance and participant education records
  • Support special projects and initiatives as assigned by the Retirement Services Manager
  • Perform other duties as assigned