Financial Education Coordinator

NFP•Madison, WI

6d•$45,000 - $50,000

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 . Wealthspire Retirement Advisory is looking to hire a Financial Education Coordinator. This role has the potential to work anywhere in the U.S.

Requirements

Business Acumen - Knowledge, insight, and understanding of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations
Client Relationship Management - Knowledge and ability to determine and satisfy client needs and maintain a partnering relationship during engagements
Customer Experience Management - Implements the strategies and techniques used to ensure that customers have a positive experience with the organization and its products and services at every touch point
Decision Making and Critical Thinking - Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately and reach productive decisions
Effective Communications - Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs. Ability to read and understand details, direction and tasks resulting from written communication from colleagues

Responsibilities

Handles all support functions for client’s financial wellness program. This includes ordering employee incentive items as needed, accurately recording cost and item tracking information. This also includes servicing general email and voicemail boxes on an ongoing basis and completing all tasks related in incoming calls and emails
Manages meeting input and availability in the RPAG system
Schedules ad hoc meetings for employee with their assigned Financial Professional as needed. This includes tracking receipt of meeting summaries and accurately inputting data into client records
Supports team of Financial Professionals to provide ongoing calendar of events and all necessary information for scheduled appointments
Produces promotional materials for scheduled events. This will include email campaigns, flyers and other materials as needed by clients
Handles relationship management activities with new and/or existing clients. This includes coordinating and conducting implementation calls, bi-weekly status calls and ongoing oversight of each client’s financial wellness program
Other program related tasks as needed