Note: The job is a remote job and is open to candidates in USA. Wealthspire Advisors is an independent registered investment advisory firm that provides wealth management, investment advisory, and financial planning services. The Financial Education Coordinator supports the delivery and coordination of retirement plan education programs by scheduling meetings, preparing participant communications and promotional materials, maintaining records, and supporting financial wellness initiatives and client relationships.
Responsibilities
- Handles all support functions for the client’s financial well-being initiative. This includes ordering employee incentive items as needed, accurately recording costs, and supervising 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 supervising 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 vital 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
Skills
- Business Sense - Knowledge, insight, and understanding of business ideas, tools, and processes needed to make sound decisions for the company. Ability to apply this knowledge accurately in various 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
Benefits
- PTO and paid holidays
- 401(k) with match
- This position may be eligible for performance-based incentives
Company Overview