Financial Education Coordinator - (Remote)

Wealthspire; Madison (WI); On-site; USD 45,000 - 50,000; Full time

Benefits offered by this job

PTO and paid holidays

401(k) with match

Job summary

Wealthspire Advisors is seeking a Financial Education Coordinator to support retirement plan education programs for plan participants. You will partner with advisors and internal teams to organize meetings, prepare participant materials, and communicate plan benefits clearly.

The role emphasizes participant engagement, understanding of 401(k) concepts, and coordinating education initiatives with operational support.

Qualifications

• Experience with financial wellness programs and client coordination.
• Ability to schedule meetings and manage calendars.
• Strong written and verbal communication skills.
• Bilingual Spanish a plus.
• Real-world financial services background preferred.

Responsibilities

• Coordinate retirement plan education programs and materials.
• Manage RPAG system meeting inputs and calendars.
• Schedule meetings with Financial Professionals and track summaries.
• Produce promotional materials for events.
• Handle client relationship activities and status calls.
• Manage inquiries and support for financial wellness program.

Skills

Business Acumen

Client Relationships

Customer Experience

Decision Making

Effective Communications

Bilingual Spanish

Financial background

Job description

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

***Candidate selected will follow EST time hours***

Summary of the Role:

The Financial Education Coordinator is responsible for supporting the delivery and coordination of retirement plan education programs for plan participants. This role partners closely with advisors, internal teams, and plan sponsors to organize educational meetings, prepare participant materials, and ensure clear, accurate communication of plan benefits and retirement concepts. The coordinator plays a key role in promoting participant engagement, improving understanding of 401(k) plans, and supporting overall financial wellness initiatives through effective education and operational support.

• Handles all support functions for the client’s financial wellness program. This includes ordering employee incentive items as needed, accurately recording costs, and tracking information. This also includes servicing general email and voicemail boxes on an ongoing basis and completing all tasks related to 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 the team of Financial Professionals to provide an 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

Knowledge, Skills, And/or Abilities

• 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, directions, and tasks resulting from written communication from colleagues
• Bilingual - Spanish is a big plus
• Financial background preferred

What We Offer

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $45,000 to $50,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Wealthspire is an inclusive Equal Employment Opportunity employer.