Financial Educator

At Concordia Plans we care for those who serve by providing excellent retirement, healthcare, and benefit services. We have an exciting opportunity for a Financial Educator experienced in financial and retirement planning to educate and advise our members.

Concordia Plans has a reputation for outstanding culture, most recently winning the 2025 Top Workplaces USA award, with additional special awards for Work-Life Flexibility, Compensation & Benefits and Purpose & Values. This honor goes to the country’s best employers with high performing people-first cultures. Our recent history of employment excellence also includes being awarded the 2023-2025 Top Workplaces USA award, the Top Workplaces 2021 - 2024 St. Louis Post-Dispatch awards and the St. Louis Area Business Health Coalition’s 2020 Business Health Culture Award. Established more than 50 years ago providing service in 6,000 communities throughout the United States, we are mission focused professionals united to care for those caring for our community.

At Concordia Plans we are focused and flexible. Embracing the new normal, pioneering ways to continue to support work life balance in our family first culture. We offer competitive compensation with a benefit package, including a pension plan, 403(b), health insurance at no cost to the employee, and much more. With this exciting opportunity you can combine experience, talent, and passion as part of our team at Concordia Plans serving the workers of The Lutheran Church— Missouri Synod.

At Concordia Plans we care for those whose serve by providing excellent retirement, healthcare, and benefit services. We have an exciting opportunity for a Financial Educator experienced in financial and retirement planning to educate and advise our members.

General Summary

The Financial Educator works with the Director of Worker Wellness and other Financial Educators to improve the financial well-being of church workers. The Financial Educator assists in the planning and execution of presentations for conferences, webinars, pre-retirement workshops, and dedicated employer visits. The Financial Educator spends time meeting one-on-one with members to assist with their financial planning and also collaborates with internal stakeholders to provide employee education as needed.

Essential Job Functions

• Promotes financial life-cycle stewardship through seminars, presentations, webinars, and one-on-one relationships to encourage both financial stability and wellness among church workers and ministries.
• Provides plenary or breakout sessions during specific programs such as district educator and/or pastor conferences, and national leadership and educational conferences.
• Creates presentations, develops curriculum and instructs on financial wellness and personal financial management in large group, classroom, stakeholder meetings and one on one settings.
• Presents and facilitates pre-retirement workshops for church workers at all stages of ministry.
• Serves as an expert for church workers regarding the use of tools and resources for the purpose of financial planning.
• Manages member relationships through designing and executing on-going communication strategy including documentation within the team’s member tracking platform.
• Functions as a dedicated financial educator with specific large ministries to:
• Meet with staff as needed for virtual or live one-on-one personal financial planning.
• Present to staff as requested retirement planning presentations for all-staff meetings.
• Collaborates with other educators to create and take part in financial educational webinars for personal finance and pre-retirement education.
• Collaborates with other educators and internal partners to include Communication and Advocacy, Marketing, and Retirement Services to develop and utilize educational resources for personal finance and pre-retirement education and to partner for one-on-one member education.
• Ability and availability to travel required.
  
  

Education And Experience

• Bachelor’s degree in business administration (or related) or a minimum of 5 years’ experience in related fields.
• Experience in personal finance and retirement planning preferred.
• Experience in public speaking required.
• Experience in employee benefits, non-profit or faith-based organizations desirable.
• Knowledge in the application of health, pension, 403(b) plans, and Social Security and experience interpreting legal benefit plan documents preferred.
  
  

Competencies

• Ability to plan, oversee and manage multiple projects concurrently.
• Capable of selecting most effective communication strategies and tactics for assigned projects.
• Communications: ability to articulate information simply and concisely in person, over the phone and in writing, and to reflect Concordia Plans values (integrity, compassion, excellence, stewardship, accountability) in all internal and external communications.
• Presentation skills: has ability to effectivity communicate and engage an audience during a presentation, live or electronically, and an ability to answer questions promptly and accurately.
• Social/Interpersonal skills: interacts effectively with a wide variety of people, respectfully maintains the dignity of others, willingness to offer others personal insights and perspectives, can maintain confidences about personal information.
• Organizational savvy: ability to navigate effectively in regulated industry and with complex organizations required.
• Results oriented: steadfastly pushes self for results, self-motivated with the ability to effectively prioritize and execute multiple tasks with minimal supervision, maintains focus on goals.
• Customer orientation: is dedicated to meeting the expectations and requirements of internal and external customers.
• Teamwork: participates fully on assigned and adjunct teams, fosters a collaborative spirit, and builds collaborative networks with internal staff and ministry representatives.
• Highly motivated to participate in professional associations and professional development.