[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, seeking a Financial Education Coach to provide employee education for their 401(k) and 403(b) corporate clients. The role involves conducting financial education meetings, increasing employee participation, and providing investment education while ensuring compliance and excellent service delivery.

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