403b Financial Education Coach Remote

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 strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client’s financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client.

Wealthspire will provide access to the employees of our 401(k) and 403(b) corporate clients. The Advisor will provide employee education and leverage our proprietary financial wellness platform, Wellcents, to help employees and create relationships and opportunities for wealth‑management referrals. Administrative support is included. Conduct group and individual financial education meetings. The Advisor is expected to increase employee participation, increase employee deferrals, and provide investment education.

Travel required. Training provided.

• 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 ensure we are delivering upon 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 following the meetings
• Consult with Wealthspire’s internal ERISA teams to ensure proper compliance regarding all client matters
• Respond to employee or clients’ concerns; ensure questions or issues are resolved in an accurate and timely manner

• Working knowledge of the Microsoft Office Suite and CRM
• Building and managing client relationships; retirement plan knowledge
• Self‑starter
• Ability to multi‑task and problem‑solve
• Excellent written and verbal communication skills, bright, hardworking, enthusiastic, positive attitude
• Ability to travel nationally and conduct client presentations on short notice

• College degree preferred
• Spanish language fluency is a big plus

We’re proud to 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. In addition to the base salary, this position may be eligible for performance‑based incentives.

Wealthspire is an inclusive Equal Employment Opportunity employer.