Manager - Financial Education

Who We Are

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.

NFP Retirement, Inc. is seeking a Financial Education Manager. 

The Manager, Financial Education works directly with the leadership of NFP Financial Education to assist and manage the successful implementation of NFP Financial Education. This position will also work to integrate Financial Education with our NFP Wealth Management success. This position will be responsible for the creation of Financial Education content/ strategy, the training of our financial educators, and the oversight of their success.

Essential Duties and Responsibilities:

· Provide financial education support to all financial coaches and wealth managers in all areas of financial planning

· Oversee and manage all financial education content

· Customize financial education curriculum on topics to accommodate client requests

· Provide financial education training to our financial coaches and wealth advisors on financial planning topics

· Provide financial education training on advanced financial planning topics

· Examples: tax strategies, estate planning strategies, risk management strategies

· Teach financial coaches how to build better relationships with clients

· Assist in the RFP process for financial education opportunities

· Manage the successful implementation of NFP Virtual Series

· Manage the successful implementation of NFP Workplace Solutions

· Manage the successful implementation of NFP Pathways Academy

· Prepare financial educational materials for client meetings; work with other internal teams to ensure client meetings are prepared for thoroughly and accurately

· Assist with client data consolidation and maintenance as needed

· Assist with special projects as required

Knowledge, Skills and/or Abilities:

· Excellent interpersonal skills demonstrated in communications with both external and internal clients

· Ability to work independently and in a team setting

· Ability to anticipate and meet client and team needs

· Demonstration of project management and consulting skills

· Demonstration of a commitment to accuracy by delivering high quality work

· Effective time management and decision-making skills

· Ability to express ideas clearly in both written and oral communications

· Proficiency in Microsoft Office; experience with any CRM, portfolio management or financial planning software is a plus

· Must have knowledge of advanced financial planning advice

· Must have the ability to present financial planning topics in an educational forum to be easily understood

· Ability to create financial educational curriculum in an appropriate format that will allow people to act

· Demonstrate passion for creating positive financial outcome for people

Education and/or Experience:

· Four-year College Degree.

· Minimum of 5 years of financial service experience preferred

· Securities Registration preferred

Certificates, Licenses, Registration:

· Series 6,63, and 65 or Series 7, 66

Physical Demand: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. Specific vision abilities required by this job include close vision and distance vision.

Working Conditions: Climate controlled office environment

Note: The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.

What We Offer

NFP is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.

The base salary range for this position is $79,000 – $120,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better together!

NFP is an inclusive Equal Employment Opportunity employer.