Retirement Education Consultant- DC

Lincoln Financial is seeking a Retirement Education Consultant to join their Eastern region team in the Greater Washington DC Area. The role involves delivering retirement planning, education, and world-class service to complex clients, focusing on growth, retention, and client satisfaction. The consultant will manage relationships with clients, support regional RC Directors, and potentially contribute to Plan Participation. The position is available for remote work and relocation assistance is not provided.

Requirements

• 1 - 3+ Years’ experience in Retirement Plans
• Must live in the Greater Washington DC area
• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
• FINRA SIE, S6, and S63 within 90 days of hire
• Life & Health within 90 days of hire
• Applicant Volume: Application will be accepted through September 12th, 2025

Benefits

• Leadership development and virtual training
• PTO/parental leave
• Competitive 401K and employee benefits
• Free financial counseling, health coaching and employee assistance program
• Tuition assistance program
• Work arrangements

Originally posted on Himalayas