Note: The job is a remote job and is open to candidates in USA. Mariner is a company dedicated to empowering individuals to build secure financial futures. As an Associate Advisor, you will deliver virtual financial education and participant support services to help clients make informed decisions about their retirement planning and financial wellness.
Responsibilities
- Deliver one-on-one virtual consultations and education sessions for retirement plan participants via phone and digital platforms
- Design and implement education initiatives to improve participant engagement, retirement preparedness, and plan utilization
- Lead webinars, virtual workshops, and campaigns focused on retirement readiness, investing, budgeting, and debt management
- Partner with internal teams and plan sponsors to develop strategies that increase participant engagement and improve outcomes
- Provide general financial guidance on retirement planning, investments, insurance, and other wellness topics with actionable next steps
- Identify participant needs and refer to Mariner’s advisory professionals when additional support is appropriate
- Support participant outreach, inbound education requests, and digital engagement in a high-volume environment
- Maintain accurate documentation, follow-up, and service standards throughout all client and participant interactions
Skills
- Minimum 3 years of experience in financial services, retirement plans, participant education, or wealth management
- Series 65 license required
- Working knowledge of qualified retirement plans, investment principles, and personal financial planning concepts
- Bachelor's degree in finance, business, communications, marketing, or a related field preferred
Benefits
- Offers Bonus
- REMOTE work model
- We believe in giving associates progressive opportunities
- Actively nurturing professional growth
- Giving back to the community
- Dedicated to building a diverse culture
- Support needed to achieve career goals
- Innovative workplace
- Culture that fosters camaraderie, teamwork and work-life balance
Company Overview