[Hiring] 401k & 403b Financial Education Coach @NFP

Role Description

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. Advisor is expected to increase employee participation, increase employee 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 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 concerns. Ensure questions or issues are resolved in an accurate and timely manner.

Qualifications

• Ambitious, collaborative, self-starter with a strong desire to learn and create positive outcomes for employees of Wealthspire’s corporate clients.
• 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.

Education and/or Experience

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

Benefits

• Competitive salary.
• PTO & paid holidays.
• 401(k) with match.
• Base salary range for this position is $70,000 to $100,000, determined by factors including experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location.
• Eligibility for performance-based incentives.

Company Description

Wealthspire Advisors is a firm built on a straightforward idea: that clients deserve an advisor as motivated as they are to achieve their financial aspirations. With an independent business model that offers no proprietary products or sales incentives, and a deep bench of experts structured to collaborate around client needs, our team thrives on solving the complexities of our clients’ financial lives.