Wealth RPS Participant Education Specialist - Milwaukee - Johnson Financial Group

    Johnson Financial Group
    Johnson Financial Group Milwaukee

    1 day ago

    Full time
    Description

    Job Title:

    Wealth RPS Participant Education Specialist

    The Wealth RPS Participant Education Specialist 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.

    • Conduct group and 1:1 educational sessions on 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 the investment & market environment.
    • Develop professional targeted presentations customized based upon client and participant educational needs plan provisions demographics regulatory requirements. Leverage previously developed materials across the JFG RPS client base. Consult with clients regarding their retirement goals utilizing a purposeful discovery process.
    • Maintain continuous improvement for a financial wellness program collaborating with Financial Advisory Wealth Advisory Banking Mortgage teams at Johnson Financial Group.

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