529 Education Savings Consultant
Education Savings Consultant
The Education Savings Consultant plays an important role in proactively raising awareness and providing education about the 529 College Savings Plans we manage. While working under moderate supervision as a specialist in 529 plans, this role involves effectively educating various stakeholders, including prospects, existing consumers, employers, financial advisors, and key influencers about the features and benefits of our 529 plans. In addition to identifying new opportunities to expand our education to new audiences.The Education Savings Consultant job delivers a variety of investment services and products that facilitate the college savings process. Working under moderate supervision, this job works closely with the investment team and develops education and outreach plans to assist clients in their college savings needs.
Key Responsibilities and Duties
• Educate individuals about 529 Plans and grow the 529 Workplace Savings Program by cultivating new relationships and maintaining existing relationships
• Consults with portfolio managers and financial advisors and develops frameworks that evaluate tuition (e.g., 529) savings plans.
• Analyzes the tuition financing market and utilizes benchmarks to educate prospects on college savings options.
• Gathers data on college tuition costs and identifies variables that may affect college savings goals.
• Organizes 529 savings plan materials and presents options to clients for Education Savings.
• Conducts research and reviews market analysis reports.
• Serves as the point of contact for 529 college savings solutions.
Educational Requirements
• University (Degree) Preferred
Work Experience
• 2+ Years Required; 3+ Years Preferred
FINRA Registrations
• SRC Indicator: Series 6 or 7; Series 63
Physical Requirements
• Physical Requirements: Sedentary Work
Career Level
6IC
Apply Now
The Education Savings Consultant plays an important role in proactively raising awareness and providing education about the 529 College Savings Plans we manage. While working under moderate supervision as a specialist in 529 plans, this role involves effectively educating various stakeholders, including prospects, existing consumers, employers, financial advisors, and key influencers about the features and benefits of our 529 plans. In addition to identifying new opportunities to expand our education to new audiences.The Education Savings Consultant job delivers a variety of investment services and products that facilitate the college savings process. Working under moderate supervision, this job works closely with the investment team and develops education and outreach plans to assist clients in their college savings needs.
Key Responsibilities and Duties
• Educate individuals about 529 Plans and grow the 529 Workplace Savings Program by cultivating new relationships and maintaining existing relationships
• Consults with portfolio managers and financial advisors and develops frameworks that evaluate tuition (e.g., 529) savings plans.
• Analyzes the tuition financing market and utilizes benchmarks to educate prospects on college savings options.
• Gathers data on college tuition costs and identifies variables that may affect college savings goals.
• Organizes 529 savings plan materials and presents options to clients for Education Savings.
• Conducts research and reviews market analysis reports.
• Serves as the point of contact for 529 college savings solutions.
Educational Requirements
• University (Degree) Preferred
Work Experience
• 2+ Years Required; 3+ Years Preferred
FINRA Registrations
• SRC Indicator: Series 6 or 7; Series 63
Physical Requirements
• Physical Requirements: Sedentary Work
Career Level
6IC
Apply Now