Prime Capital Financial · 1 day ago
Education Consultant
North Little Rock, AR
Full-time
Hybrid
Mid Level
3+ years expPrime Capital Financial is committed to inspiring people to achieve their life’s ambitions through effective education strategies. The Education Consultant plays a pivotal role in delivering high-impact financial education to various stakeholders, ensuring engagement and positive outcomes.
Asset ManagementFinanceFinancial ServicesWealth Management
Hiring Manager
Amanda Dugger
Responsibilities
Deliver comprehensive financial wellness and retirement education to advisors, plan sponsors, and plan participants in live and virtual formats
Facilitate workshops, webinars, and one-on-one sessions that translate complex financial concepts into clear, actionable insights
Customize education materials, presentations, and communication strategies to align with client objectives and participant needs
Drive participant engagement across key metrics, including attendance, enrollment, investment action, and utilization of financial wellness services
Partner closely with advisors as an extension of their practice to deliver a seamless, differentiated client experience
Maintain proactive communication with plan sponsors and advisors throughout the education lifecycle
Provide professional reporting and stewardship summaries outlining education activity, outcomes, insights, and recommendations for future education cycles
Travel to client locations as required to support onsite education delivery
Qualification
Required
Bachelor's degree in Finance, Business, Economics, Education, or a related field required
Minimum of 3 years of experience in retirement plan education, financial services education, or a comparable client-facing instructional role
Demonstrated success in educating diverse audiences and influencing financial decision-making
CRPC designation required or obtained within six months of hire
Advanced proficiency in Microsoft PowerPoint with the ability to deliver polished, executive-level presentations
Strong working knowledge of retirement plans, financial wellness principles, and investment fundamentals
Exceptional presentation, facilitation, and written communication skills with the ability to simplify complex topics
Proven ability to motivate individuals to take action and increase engagement across education programs
Ability to design, adapt, and deliver education experiences that drive measurable outcomes
High emotional intelligence with the ability to build trust and credibility with advisors, plan sponsors, and participants
Ability to evaluate education effectiveness, synthesize data, and deliver actionable insights
Demonstrates accountability, adaptability, and a continuous improvement mindset
Preferred
Additional financial planning or education credentials are a plus
Company
Prime Capital Financial
Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
ABRY Partners
2023-07-12Private Equity
Leadership Team
Jania Stout
President, Financial Advisor
Recent News
2025-02-10
Company data provided by crunchbase