[Remote] 401k & 403b Financial Education Coach - (Remote)
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