The PFE Group, a national leader in retirement plan investment advisory services, consulting and financial education, is seeking a senior consultant with knowledge of Personal Finance and Employee Benefits (specifically, Retirement, Health & Welfare, and Equity plans) to lead our Communication and Education practice. Learn more about The PFE Group and all of our services at www.pfegroup.com.
The Managing Consultant will develop employee engagement experiences for our corporate clients who wish to promote financial wellness within their organizations. Education and communication topics include:
• Financial wellness • Saving and investing for personal financial goals (through qualified and non-qualified retirement plans – 401(k), 403(b), 457, pension, deferred compensation, etc.) • Pre and Post-employment financial planning and healthcare decisions • Healthcare reimbursement account(s), understanding, enrollment and ongoing utilization (e.g., Health Savings Account [HSA], Health Care Reimbursement Account [HCRA], and Flexible Spending Account [FSA])
Bachelor’s degree with emphasis in communication/media, personal finance, finance/economics and/or investments
Certified Financial Planner® or similar designation (while not required, is desired)
6 to 10 years personal finance and employee benefits communication experience
Proven content development skills; experience with content management systems (strategic, implementation, utilization); print production and graphic design management
Strong analytical skills; ability to conduct presentations to individual and large groups.
Ability to collaborate with team members to define project objectives, ensure alignment (objectives & resources), encourage idea exchange
Self-starter with strong sense of ownership; positive professional attitude and demeanor; good judgment and problem solver; tact and diplomacy when dealing with clients
Excellent time management and ability to prioritize multiple tasks and anticipate potential client issues.
Experienced to advanced user of PowerPoint, Word, Excel, In-Design, Publisher and Adobe Acrobat
PFE Advisors, d/b/a The PFE Group, is a nationally recognized leader in retirement plan consulting and financial education. We assist employers with all aspects of ERISA fiduciary oversight, investment analysis, plan design, compliance, employee communication, financial education and counseling.