Financial Education Coach

NFP•Madison, WI

6d•$70,000 - $100,000

About The Position

Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com . This role has the potential to work anywhere in the U.S. Summary of the Role : Wealthspire will provide access to the employees of our 401(k) and 403(b) corporate clients. The Advisor will provide employee education and leverage our proprietary financial wellness platform, Wellcents, to help employees and create relationships and opportunities for wealth management referrals. Administrative support is included. Conduct group and individual financial education meetings. Advisor is expected to increase employee participation, increase employee deferrals, and provide investment education. Travel required. Training provided.

Requirements

Working knowledge of the Microsoft Office Suite
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.

Nice To Haves

College degree preferred
Spanish language fluency is a big plus

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.
Additional duties as assigned.