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. The Financial Education Coordinator will support the delivery and coordination of retirement plan education programs for plan participants, working closely with advisors and internal teams to enhance participant engagement and understanding of financial wellness initiatives.
Responsibilities
- 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
Skills
- Handles all support functions for the client's financial wellness program
- Manages meeting input and availability in the RPAG system
- Schedules ad hoc meetings for employee with their assigned Financial Professional as needed
- 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
- Handles relationship management activities with new and/or existing clients
- Bilingual - Spanish is a big plus
- Financial background preferred
Benefits
- PTO & paid holidays
- 401(k) with match
- Performance-based incentives
Company Overview
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. It was founded in 1995, and is headquartered in New York, New York, USA, with a workforce of 1001-5000 employees. Its website is https://www.wealthspire.com/.