DescriptionFinancial Education and Planning Lead (Boston, MA hybrid or Remote)At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.As the Financial Education and Planning Lead on the Employee Solutions Integrated Marketing team, you'll play a pivotal role by crafting and delivering financial education to the millions of employees with access to our services through their workplace.In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team's existing talents. For this Financial Education and Planning Lead role, we are seeking a candidate to deliver financial advice and guidance in one-on-one settings and/or large groups to help advance our desire to grow financial knowledge and confidence. If you're a licensed advisor who is passionate about helping people, and a clear communicator skilled at speaking in front of large audiences, this may be an opportunity for you!Responsibilities:
Develop financial education curriculum and materials (including presentations, Q&As and handouts) to address attendees needs and goals, increase financial acumen and offer actionable steps to improve retirement outcomes
Collaborate with the Engagement Center (EFE's workplace advisor team) to keep an active pulse on employee calls to align educational content in real time to audience insights/sentiments and better connect broadly-distributed education to 1:1 follow-up advisor conversations
Serve as the lead presenter and educator, presenting virtually via live and pre-recorded webinars and in-person to large audiences with varying levels of financial knowledge and complexity
Analyze attendee feedback, audience engagement metrics, attendance rate, Q&A and other employee interactions to refine future content strategies to improve impact
Own robust baseline education content library for easy off-the-shelf accessibility, ensuring library is consistently up-to-date
Requirements:
10+ years of related experience
Bachelor's degree required
Series 65 license required
Ability to travel regularly as needed
Ability to craft, deliver, and evaluate educational programming
Dynamic presenter who can captivate and engage large audiences digitally and/or in-person
Excellent written and verbal communications skills
Highly collaborative with ability to work cross-functionally to achieve desired outcomes
Self-starter who thrives in fast-paced environments with minimal direction
Ability to educate on topics ranging from financial fundamentals (i.e. budgeting, savings, debt management) to more sophisticated planning topics (i.e. tax planning, estate planning)
