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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in educating clients about 529 College Savings Plans and developing strategies to enhance workplace savings programs. Proficient in analyzing tuition financing markets and cultivating relationships with financial advisors and clients.
Highest-signal resume keywords
529 College Savings Plans EducationRelationship CultivationMarket AnalysisSeries 6 Or 7 RegistrationMultilingual Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Tuition Financing Market AnalysisFramework DevelopmentData GatheringConsultation With Financial AdvisorsResearch Conducting
Soft Skills
Client EducationCommunication SkillsInterpersonal Skills
Tools & Technologies
Marketing Assets Review
Certifications & Qualifications
Series 63 Registration
Industry Keywords
529 Workplace Savings ProgramTuition Savings PlansCollege Savings Goals
About the role
Key responsibilities & impact- Raise awareness and provide education about the 529 College Savings Plans
- Educate individuals about 529 plans and grow the 529 Workplace Savings Program
- Cultivate new relationships and maintain existing relationships
- Consult with portfolio managers and financial advisors
- Develop frameworks evaluating tuition savings plans
- Analyze the tuition financing market and use benchmarks to educate prospects
- Gather college tuition cost data and identify variables affecting college savings goals
- Organize 529 savings plan materials and present education savings options to clients
- Conduct research and review market analysis reports
- Review marketing assets for translation accuracy
- Serve as the point of contact for 529 college savings solutions
- Assist multilingual clients with college savings needs
Requirements
What you’ll need- 2+ years of work experience required; 3+ years preferred
- University degree preferred
- Series 6 or 7 registration
- Series 63 registration
- Multilingual skills
- Ability to educate prospects, consumers, employers, financial advisors, and key influencers about 529 plans
- Sedentary work physical requirements
Benefits
Comp & perks- Superior retirement program
- Competitive health, wellness, and work-life offerings
- Incentive program linked to performance, which may include annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans
- Meaningful learning experiences and development pathways
- AI tools and future-focused skills development