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Business Administration

Financial Wellness Programs Coordinator

Job in Madison, Dane County, Wisconsin, 53774, USA
Listing for: Wealthspire
Full Time position
Listed on 2026-04-13
Job specializations:
  • Finance & Banking
    Business Administration
Salary/Wage Range or Industry Benchmark: 45000 - 50000 USD Yearly USD 45000.00 50000.00 YEAR
Job Description & How to Apply Below
A financial advisory firm based in New York City is seeking a Financial Education Coordinator to manage support functions for their clients’ financial wellness program. The role includes scheduling meetings, producing promotional materials, and coordinating relationship management activities. Candidates should possess strong business acumen, client management abilities, and effective communication skills. The position offers a competitive salary range of $45,000 to $50,000 and promotes an inclusive workplace.
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