Retirement Plan Education Advisor at Moneta

Moneta is one of the nation’s largest independent Registered Investment Advisors (RIAs) now partnering with financial advisors who want to enhance their client service by completely reframing what it means to be an independent entrepreneur. You don’t have to give up ownership and control of your business to be part of something bigger. At Moneta, you benefit and grow from the dynamic resources of our large-scale platform, owned and built by advisors for advisors, while maintaining the freedom of an independent business owner.

Moneta is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions, and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional service to our clients around the globe.

The Retirement Plan Education Advisor will deliver 401(k) plan and financial wellness education to retirement plan participants and develop education strategies for clients. The Retirement Plan Education Advisor is responsible for leading strategic education planning discussions with clients, conducting participant education meetings, driving engagement campaigns, and working directly with retirement plan participants to enhance their understanding and outcomes.

Essential Responsibilities

• Build trusted client relationships and develop strategic employee engagement plans to promote long-term financial wellness.
• Design, develop, and implement comprehensive participant education programs tailored to client needs.
• Deliver 401(k) enrollment and financial wellness presentations through in-person meetings, webinars, and on-demand recordings.
• Create educational content, flyers, and communications for participant engagement initiatives.
• Manage web-based participant engagement platforms and coordinate with recordkeeping partners' systems.
• Provide participant support through phone calls and email responses to address questions and concerns.
• Collaborate with Retirement Plan Advisors on education strategies and maintain regular communication regarding client interactions.
• Track and manage education tasks, follow-ups, and client meeting outcomes using Salesforce reporting systems.
• Schedule education meetings and coordinate local travel to client offices as needed.

• Bachelor's degree
• 2-3 years related work experience, preferably in finance, retirement plans or employee benefits. This may also include experience teaching math or business classes, or other roles involving the presentation and explanation of complex topics to individuals and groups in a clear, easy-to-understand manner.
• Series 65 registration within first 60-days of employment
• Proficient in Microsoft Office applications, presentation software such as Go To Webinar, Microsoft Teams, or Zoom and Canva.
• Ability to work in the office on a daily basis. There is some flexibility for occasional remote work after 6 months of employment
• Demonstrated reliability in timely completion of assigned tasks and projects, and maintaining confidentiality and professional standards in client interactions
• Experience presenting information to groups and adapting communication style to different audiences, learning styles, and knowledge levels
• Commitment to ongoing professional development, learning new financial products/regulations, identifying process improvements
• Must be authorized to work in the United States

Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the wellbeing of employees and their families: 

• Annual discretionary team bonus averaging 5% of annual base salary
• Total compensation range of $70,000 - $100,000 depending on experience 
• 401k Match – 50% of employee contributions up to 6% of compensation
• Discretionary annual profit-sharing bonus
• Paid Holidays
• Paid Time Off
• Paid Pregnancy and Parental Leave
• Employer paid short-term disability, long-term disability, AD&D insurance, and basic life insurance
• Professional Development Reimbursement
• Paid Volunteer Time Off
• Employee Referral Incentive Program
• Onsite Wellness Programs & Rewards
• Employee Assistance Program (EAP)
• Employee Engagement Activities

Moneta is a fiduciary fee-only Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65.  We also do not allow outside business activities, insurance commissions and/or trails.