Retirement Education & Wellness Coordinator
Job in
Madison, Dane County, Wisconsin, 53774, USA
Listed on 2026-08-11
Listing for:
Wealthspire
Full Time
position Listed on 2026-08-11
Job specializations:
-
Education / Teaching
Job Description & How to Apply Below
Wealthspire Advisors is seeking a Financial Education Coordinator to support retirement plan education programs for plan participants. You will partner with advisors and internal teams to organize meetings, prepare participant materials, and communicate plan benefits clearly.
The role emphasizes participant engagement, understanding of 401(k) concepts, and coordinating education initiatives with operational support.
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