Multilingual 529 Education Consultant

Job Summary

A company is looking for a 529 Education Savings Consultant - Multilingual.

Key Responsibilities

• Educate individuals about 529 Plans and cultivate relationships for the 529 Workplace Savings Program
• Consult with portfolio managers and financial advisors to develop frameworks for evaluating tuition savings plans
• Analyze the tuition financing market and present 529 savings plan options to clients

Required Qualifications

• University degree preferred
• 2+ years of sales experience in a client-facing role, focusing on relationship building
• FINRA registrations: Series 6 or 7; Series 63
• Experience with 529 college savings plans is preferred
• Multilingual skills, with Spanish speaking preferred