Financial Education Coordinator - (Remote)
Wealthspire, Madison, WI, United States
Who We Are
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.
Wealthspire Retirement Advisory is looking to hire a Financial Education Coordinator.
This role has the potential to work anywhere in the U.S.****
Essential Duties And Responsibilities
Handles all support functions for client’s financial wellness program. This includes ordering employee incentive items as needed, accurately recording cost and item tracking information. This also includes servicing general email and voicemail boxes on an ongoing basis and completing all tasks related in 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 team of Financial Professionals to provide 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
Other program related tasks as needed
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, direction and tasks resulting from written communication from colleagues
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.
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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.
Wealthspire Retirement Advisory is looking to hire a Financial Education Coordinator.
This role has the potential to work anywhere in the U.S.****
Essential Duties And Responsibilities
Handles all support functions for client’s financial wellness program. This includes ordering employee incentive items as needed, accurately recording cost and item tracking information. This also includes servicing general email and voicemail boxes on an ongoing basis and completing all tasks related in 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 team of Financial Professionals to provide 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
Other program related tasks as needed
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, direction and tasks resulting from written communication from colleagues
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.
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