Education Savings ConsultantThe 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
Related Skills
Accountability, Business Acumen, Client Relationship Management, Communication, Conflict Management, Contract Management, Influence, Innovation, Inspires Others, Negotiation, Problem Solving, Relationship Management
Anticipated Posting End Date:2026-08-17
Base Pay Range: $69,400/yr - $96,300/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Benefits and Total RewardsThe organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.
