Note: The job is a remote job and is open to candidates in USA. Wealthspire Advisors is an independent registered investment Advisory firm based in New York City, dedicated to connecting all aspects of a client's financial life. The Financial Education Coach will provide employee education for 401(k) and 403(b) corporate clients, conduct financial education meetings, and increase employee participation and deferrals.

Responsibilities

• Conduct group and individual employee financial education meetings in English and Spanish, in-person and virtual
• Serve as primary point of contact and lead financial education for plan participants
• Provide prompt, courteous, and excellent service. Actively interact with clients and their employees to ensure we are delivering upon service expectations
• Cross-sell all lines of business and services available at Wealthspire
• Prepare for meetings in advance and ensure follow up and execution of deliverables following the meetings
• Consult with Wealthspire’s internal ERISA teams to ensure proper compliance regarding all client matters
• Respond to employee or concerns. Ensure questions or issues are resolved in an accurate and timely manner

Skills

• Conduct group and individual employee financial education meetings in English and Spanish, in-person and virtual
• Serve as primary point of contact and lead financial education for plan participants
• Provide prompt, courteous, and excellent service. Actively interact with clients and their employees to ensure we are delivering upon service expectations
• Cross-sell all lines of business and services available at Wealthspire
• Prepare for meetings in advance and ensure follow up and execution of deliverables following the meetings
• Consult with Wealthspire's internal ERISA teams to ensure proper compliance regarding all client matters
• Respond to employee or concerns. Ensure questions or issues are resolved in an accurate and timely manner
• Working knowledge of the Microsoft Office Suite and CRM
• Building and managing client relationships; Retirement plan knowledge
• Self-starter
• Ability to multi-task and problem solve
• Excellent written and verbal communication skills, bright, hardworking, enthusiastic, positive attitude
• Ability to travel nationally and conduct client presentations on short notice
• College degree preferred
• Spanish language fluency is a big plus

Benefits

• PTO & paid holidays
• 401(k) with match
• Performance-based incentives

Company Overview