403b Financial Education Coach Remote

Overview

Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment advisory firm with more than 380 employees serving clients from 20+ offices. With a fiduciary business model, the firm connects all aspects of a client’s financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and partner in helping clients achieve their aspirations.

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Summary of the Role

The Advisor will provide access to the employees of Wealthspire’s 401(k) and 403(b) corporate clients, offer employee education, and leverage our proprietary financial wellness platform, Wellcents, to build relationships and generate wealth management referrals. Administrative support is included. Conduct group and individual financial education meetings. Increase employee participation and deferrals, and provide investment education. Travel required. Training provided.

Essential Duties And Responsibilities

• Conduct group and individual employee financial education meetings in English and Spanish, in-person and virtual
• Serve as primary point of contact and lead financial education for plan participants
• Provide prompt, courteous, and excellent service; actively interact with clients and their employees to meet service expectations
• Cross-sell all lines of business and services available at Wealthspire
• Prepare for meetings in advance and ensure follow-up and execution of deliverables
• Consult with Wealthspire’s internal ERISA teams to ensure proper compliance regarding all client matters
• Respond to employee concerns and ensure questions or issues are resolved in a timely manner
• Additional duties as assigned

Knowledge, Skills, And/or Abilities

The position is an opportunity for ambitious, collaborative, self-starters who have a strong desire to learn and create positive outcomes for employees of Wealthspire’s corporate clients. This career offers long-term upward mobility and potential financial growth for top performers who embrace the challenge of learning the diverse technical requirements needed to be proficient.

• Working knowledge of the Microsoft Office Suite
• Building and managing client relationships;
  Retirement plan knowledge
• Self-starter
• Ability to multi-task and problem solve
• Excellent written and verbal communication skills, positive attitude

Education And/or Experience

• College degree preferred
• Spanish language fluency is a plus

What We Offer

We offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $70,000 to $100,000. The final base salary will be 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.