About the Role
Are you a passionate and experienced financial education professional looking to make a meaningful impact on a global scale? Do you have a strong background in creating engaging content and fostering financial literacy? We invite you to join our team as a Financial Wellness Education Specialist, where you will play a pivotal role in shaping the financial future of individuals around the world.
About BrightPlan
BrightPlan is a leader in Total Financial Wellness, providing a comprehensive global solution that addresses all aspects of employees' financial health at every stage of life. Our unique combination of digital platform and financial planners enables employers to deploy at scale while delivering personalization for employees. As a pioneer in the industry, we are committed to empowering HR teams to enhance the employee experience and better attract, retain, and engage talent.
Responsibilities
As a Financial Wellness Education Specialist, you will be responsible for curating, organizing, and delivering impactful financial education content globally. Your enthusiasm about improving lives through financial wellness education, combined with your strong project management and organizational skills, will be instrumental in enhancing our clients' financial health and well-being.
Some of your key responsibilities will include:
- Organizing and managing a library of financial education resources, including articles, videos, webinars, calculators, assessments, and interactive tools.
- Collaborating with cross-functional teams to implement a comprehensive global financial education content strategy.
- Working closely with subject matter experts to create engaging and empowering financial education content that caters to diverse audience needs.
- Assisting in the creation and editing of financial education materials, ensuring clarity, accuracy, and alignment with educational objectives.
- Coordinating the setup, scheduling, and delivery of webinars and workshops, collaborating with presenters and technical teams to ensure smooth execution.
- Engaging in regular research to stay current with financial trends, regulations, and industry updates, integrating relevant information into content.
- Collaborating with internal and external stakeholders to develop new content ideas and initiatives that address evolving financial education needs.
- Monitoring and evaluating the effectiveness of content, gathering feedback from participants and using analytics to refine content strategies.
- Assisting in the development and management of educational materials tailored for specific client segments or demographic groups.
Requirements
To be successful in this role, you will need to possess the following qualifications and skills:
- Bachelor's degree in Finance, Business, Education, Psychology, or a related field (or equivalent experience).
- Proven experience in financial education, content creation, or curriculum development.
- Strong project management skills, with the ability to multitask and manage priorities effectively.
- Excellent written and verbal communication skills, with a keen attention to detail.
- Proficiency in digital tools and platforms for content creation, webinar setup, and engagement.
- Familiarity with a wide variety of financial topics such as budgeting, investing, retirement planning, equity compensation, and tax strategies.
- Experience facilitating webinars/training and comfortable speaking in front of small and large groups of people.
- Ability to collaborate with subject matter experts and cross-functional teams.
- Passion for financial education and empowering individuals to make informed financial decisions.
- Comfortable working in a fast-paced environment and adapting to changing needs.
- Professional designations such as Certified Financial Planner?, AFC, CFT-I?, etc. are a plus but not required for this position.
Benefits
As a Financial Wellness Education Specialist at BrightPlan, you will enjoy a competitive compensation and benefits package, including:
- Competitive base salary ($65,000 - $95,000 annually)
- Opportunity to contribute to the financial wellness of a global audience
- Access to ongoing professional development and educational resources
- Collaborative and inclusive work environment
- Flexible work arrangements - this is a remote position with quarterly in-person meetings
Why Join BrightPlan?
At BrightPlan, we are committed to creating a workplace that is inclusive, diverse, and supportive of our employees' growth and well-being. We offer a range of benefits and perks, including:
- Medical, dental, and vision insurance
- 401(k) with company contribution
- Annual performance bonus
- Life insurance
- Paid time off
- Other benefits in accordance with applicable plan documents
How to Apply
If you are a dedicated financial education professional with a strong passion for creating impactful content and fostering financial literacy, we invite you to apply for this dynamic role. Join us in shaping the financial future of individuals around the world.
To apply, please submit your application through our website. We look forward to reviewing your application and learning more about your qualifications and experience.
Apply Now
About BrightPlan's Commitment to Diversity and Inclusion
BrightPlan is an equal opportunity employer and considers qualified applicants without regard to race, color, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, veteran status, medical condition or disability. We are committed to creating a workplace that is inclusive, diverse, and supportive of our employees' growth and well-being.
Apply Now