Financial Advisor - Remote (Pennsylvania)

When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life. The Employee Engagement Manager delivers impactful participant education and supports wealth referral efforts across a designated office, market, or region. This role builds relationships with plan sponsors and participants, facilitates the identification and warm handoff of wealth referrals, and collaborates with cross‑functional teams to ensure high‑quality financial wellness experiences. Participant Education & Employer Engagement Deliver engaging financial education to participants across multiple channels, including in‑person sessions, webinars, and digital communications. Support the implementation of workplace financial wellness initiatives in partnership with plan sponsors and HR teams. Serve as a point of contact for participant questions and follow‑up, helping connect individuals to additional guidance or advisory support as appropriate. Team Collaboration & Program Execution Collaborate regularly with Employee Engagement team members, Retirement Plan Consultants, and Wealth Advisors to execute on regional goals. Contribute to national Financial Education & Guidance (FE&G) initiatives and integrate best practices into local delivery. Maintain accurate activity tracking and documentation using CRM platforms. Data Collection & Continuous Improvement Gather participant feedback and sponsor input to inform adjustments to educational content or delivery methods. Assist with tracking engagement metrics and referral outcomes, supporting visibility to internal stakeholders and plan sponsors. Stay current on financial education trends and tools to enhance participant engagement. Qualifications, Skills and Requirements Strong understanding of ERISA regulations and fiduciary best practices. Excellent communication, presentation, and interpersonal skills. Ability to work and make decisions independently. Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint). Demonstrated discipline maintaining client information in a CRM, Salesforce preferred. Proven success with multi‑tasking and managing priorities effectively. Ability to adapt to a rapidly changing business and technology environment. Continual learner mentality, able to adopt new solutions and interpret the impact of new laws for prospective clients. Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data. Regular and predictable attendance is required. Business travel to local sites 50% to 75%. Education, Training and Experience Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant experience in retirement plan service. 5+ years of experience in financial education, retirement plan communication, or a similar role. Compensation and Benefits Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non‑exempt employees, and robust learning and development programs. You will receive reimbursement of job‑related expenses per the company policy and may receive employee perks and discounts. Equal Employment Opportunity Statement OneDigital is an equal opportunity employer and provides equal employment opportunities to all employees and applicants for employment regardless of veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information, or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here. Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant: City and County of San Francisco, City of Los Angeles, County of Los Angeles. #J-18808-Ljbffr Digital Insurance LLC