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Bilingual Financial Wellness Coach Retirement Plans
Job in
Madison, Dane County, Wisconsin, 53774, USA
Listed on 2026-06-26
Listing for:
Wealthspire
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Advisor
Job Description & How to Apply Below
A financial advisory firm in Madison, Wisconsin, is seeking an Advisor to provide financial education for corporate clients' employees and enhance their engagement in retirement plans. Key duties include leading financial education meetings in English and Spanish, building client relationships, and ensuring compliance with regulations. A competitive salary range of $70,000 to $100,000 is offered, along with benefits such as PTO and a 401(k) with matching contributions.
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