Retirement Education & Engagement Coordinator

Wealthspire is seeking a Financial Education Coordinator in Madison, Wisconsin. This role involves coordinating retirement plan education programs and improving participants' understanding of 401(k) plans. Key responsibilities include managing meeting schedules, producing promotional materials, and supporting financial professionals. A strong candidate will possess business acumen, effective communication skills, and should ideally be bilingual in Spanish. The position offers a competitive salary in the range of $45,000-$50,000, along with PTO and a 401(k) match. Comprehensive onboarding and support will be provided.
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