Retirement Plan Education Advisor

Retirement Plan Education Advisor Central Bancompany - 3.8 Springfield, MO Job Details 1 day ago Benefits 401(k) matching Qualifications Investment Defined contribution retirement plans Record keeping Customer relationship building Client onboarding Customer service Bachelor's degree in finance Bachelor's degree in business Mid-level Finance Bachelor's degree Financial concepts Financial services 1 year Cross-functional collaboration Business Communication skills Full 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

Requirements:

Qualifications Bachelor's degree in business, finance, or a related discipline, or equivalent relevant experience 1-3 years of experience in the financial services industry preferred General knowledge of defined contribution retirement plans (e.g., 401(k), Roth, employer match structures) Strong verbal communication and presentation skills; comfortable speaking with individuals and groups Excellent customer service, organizational, and relationship‑building skills Detail oriented with the ability to manage multiple priorities and deadlines Self‑starter with initiative and a collaborative, team‑focused mindset Ability to maintain confidentiality and operate within firm policies and regulatory guidelines