Retirement Plan Education Advisor

Clayton, Missouri, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Investment ManagementIndustries

Requirements

Candidates must possess a Bachelor's degree and 2-3 years of related work experience in finance, retirement plans, or employee benefits, or equivalent experience in teaching complex topics. Successful candidates will obtain Series 65 registration within 60 days of employment and be proficient in Microsoft Office, presentation software (Go To Webinar, Teams, Zoom), and Canva. The role requires daily on-site work with potential flexibility after six months, demonstrated reliability, strong presentation skills adaptable to various audiences, and a commitment to ongoing professional development. Authorization to work in the United States is mandatory.

Responsibilities

The Retirement Plan Education Advisor will deliver 401(k) plan and financial wellness education to retirement plan participants, developing and implementing tailored education strategies and engagement plans. Responsibilities include leading client discussions, conducting participant education meetings (in-person and virtual), creating educational content, managing web-based engagement platforms, and providing participant support via phone and email. The advisor will collaborate with Retirement Plan Advisors, track tasks and outcomes in Salesforce, and coordinate local travel for client meetings.

Skills

401(k) education

Financial wellness education

Retirement plan participants

Client relationship management

Employee engagement

Presentation delivery

Webinar hosting

Content creation

Communication strategy

Web-based platform management

Monta

Manages electric vehicle charging stations

About Monta

Monta operates in the electric vehicle (EV) charging sector, providing a solution for managing EV charging stations. The company offers a Charge Point Management System (CPMS) that simplifies the installation, management, and operation of charging points for various clients, including workplaces, commercial businesses, and municipalities. This system allows clients to control access to their charging stations, manage energy usage, collect charging data, and provide multiple payment options. Monta's software-only approach gives it flexibility to meet diverse client needs without requiring different systems. This focus on business-to-business sales and its success in winning tenders distinguishes Monta from its competitors. The company's goal is to support the growth of the EV market by offering comprehensive and efficient management solutions for charging stations.

Copenhagen, DenmarkHeadquarters

2020Year Founded

$139.1MTotal Funding

SERIES_BCompany Stage

Automotive & Transportation, EnergyIndustries

201-500Employees

Risks

Increased competition in the U.S. market could hinder Monta's expansion efforts.

Potential regulatory changes in the U.S. may impact Monta's operations.

Reliance on partnerships poses risks if they do not yield expected results.

Differentiation

Monta offers a comprehensive software-only solution for managing EV charging stations.

The company focuses on B2B sales, targeting fleets, workplaces, and municipalities.

Monta's Charge Point Management System provides exclusive energy management features.

Upsides

Monta's expansion into the U.S. market opens new growth opportunities.

The partnership with Tesla enhances Monta's home charging solutions for corporate fleets.

Rising demand for workplace EV charging solutions supports Monta's business model.

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