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, focused on delivering collaborative financial strategies to clients. The 401k & 403b Financial Education Coach will provide financial education to employees of corporate clients, enhance employee participation in retirement plans, and facilitate investment education through meetings and consultations.
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
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. It was founded in 1995, and is headquartered in New York, New York, USA, with a workforce of 1001-5000 employees. Its website is https://www.wealthspire.com/.