Financial Education Coordinator - (Remote)
Wealthspire, Madison, WI, United States
Overview
Wealthspire Advisors is a New York City-based, independent registered investment adviser with more than 380 employees serving clients from 20+ offices. The firm emphasizes a fiduciary model and delivers thoughtful, collaborative strategies that connect all aspects of a client’s financial life. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and ongoing partner in helping clients achieve their aspirations. For more information, visit www.wealthspire.com.
Role
Position: Financial Education Coordinator. This role has the potential to work anywhere in the U.S.
Responsibilities
Handle all support functions for the client’s financial wellness program, including ordering employee incentive items, recording cost and item tracking information, servicing general email and voicemail boxes, and completing tasks related to incoming calls and emails.
Manage meeting input and availability in the RPAG system.
Schedule ad hoc meetings with employees and their assigned Financial Professional, track receipt of meeting summaries, and input data into client records.
Support the team of Financial Professionals by providing an ongoing calendar of events and all necessary information for scheduled appointments.
Produce promotional materials for scheduled events, including email campaigns, flyers, and other client materials.
Coordinate relationship management activities with new and existing clients, including implementation calls, bi-weekly status calls, and ongoing oversight of each client’s financial wellness program.
Perform other program-related tasks as needed.
Knowledge, Skills, and Abilities
Business acumen – knowledge of business concepts, tools, and processes needed to make sound decisions and apply them to diverse situations.
Client relationship management – ability to determine and satisfy client needs and maintain a partnering relationship during engagements.
Customer experience management – strategies to ensure a positive customer experience across touchpoints.
Decision making and critical thinking – ability to analyze situations and reach productive decisions.
Effective communications – ability to convey and interpret ideas, information, and needs clearly; ability to read and understand details from written communication.
What We Offer
We offer a competitive salary, PTO and paid holidays, 401(k) with match, and more. The base salary range for this position is $45,000 to $50,000, determined by factors including experience, credentials, education, certifications, skill level, scope of the position, and geographic location. In addition to 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 is a New York City-based, independent registered investment adviser with more than 380 employees serving clients from 20+ offices. The firm emphasizes a fiduciary model and delivers thoughtful, collaborative strategies that connect all aspects of a client’s financial life. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and ongoing partner in helping clients achieve their aspirations. For more information, visit www.wealthspire.com.
Role
Position: Financial Education Coordinator. This role has the potential to work anywhere in the U.S.
Responsibilities
Handle all support functions for the client’s financial wellness program, including ordering employee incentive items, recording cost and item tracking information, servicing general email and voicemail boxes, and completing tasks related to incoming calls and emails.
Manage meeting input and availability in the RPAG system.
Schedule ad hoc meetings with employees and their assigned Financial Professional, track receipt of meeting summaries, and input data into client records.
Support the team of Financial Professionals by providing an ongoing calendar of events and all necessary information for scheduled appointments.
Produce promotional materials for scheduled events, including email campaigns, flyers, and other client materials.
Coordinate relationship management activities with new and existing clients, including implementation calls, bi-weekly status calls, and ongoing oversight of each client’s financial wellness program.
Perform other program-related tasks as needed.
Knowledge, Skills, and Abilities
Business acumen – knowledge of business concepts, tools, and processes needed to make sound decisions and apply them to diverse situations.
Client relationship management – ability to determine and satisfy client needs and maintain a partnering relationship during engagements.
Customer experience management – strategies to ensure a positive customer experience across touchpoints.
Decision making and critical thinking – ability to analyze situations and reach productive decisions.
Effective communications – ability to convey and interpret ideas, information, and needs clearly; ability to read and understand details from written communication.
What We Offer
We offer a competitive salary, PTO and paid holidays, 401(k) with match, and more. The base salary range for this position is $45,000 to $50,000, determined by factors including experience, credentials, education, certifications, skill level, scope of the position, and geographic location. In addition to base salary, this position may be eligible for performance-based incentives. Wealthspire is an inclusive Equal Employment Opportunity employer.
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