Remote Financial Wellness Education Coordinator

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

Benefits offered by this job

PTO & paid holidays

401(k) with match

Job summary

Wealthspire Advisors in Madison, WI is seeking a Financial Education Coordinator to support retirement plan education for plan participants. You will coordinate educational meetings, prepare participant materials, and help communicate plan benefits and retirement concepts clearly.

Work closely with Financial Professionals and internal teams to promote participant engagement, deliver effective education, and provide operational support for the ongoing financial wellness program.

Qualifications

• Experience coordinating financial education programs for plan participants.
• Bilingual Spanish is a plus.
• Financial background preferred.

Responsibilities

• Handle support functions for the client’s financial well-being initiative and manage inquiries.
• Manage meeting input and availability in the RPAG system.
• Schedule ad hoc meetings with Financial Professionals and input data into client records.
• Support ongoing calendar of events and provide vital information for appointments.
• Produce promotional materials for events (email campaigns, flyers, etc.).
• Coordinate relationship management activities and conduct implementation and status calls.

Skills

Business Sense

Client Relationship Management

Customer Experience Management

Decision Making

Effective Communications

Bilingual - Spanish

Financial background

Job description

Wealthspire Advisors in Madison, WI is seeking a Financial Education Coordinator to support retirement plan education for plan participants. You will coordinate educational meetings, prepare participant materials, and help communicate plan benefits and retirement concepts clearly.

Work closely with Financial Professionals and internal teams to promote participant engagement, deliver effective education, and provide operational support for the ongoing financial wellness program.