Financial Education Coordinator (Remote)

Posting Description: **Who We Are:** --------------- 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 Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com. **\*\*\*\*Candidate selected will follow EST time hours\*\*\*** **Summary of the Role:** The Financial Education Coordinator is responsible for supporting the delivery and coordination of retirement plan education programs for plan participants. This role partners closely with advisors, internal teams, and plan sponsors to coordinate educational meetings, prepare participant materials, and ensure clear, accurate communication of plan benefits and retirement concepts. The coordinator plays a key role in promoting participant engagement, improving understanding of 401(k) plans, and supporting overall financial wellness initiatives through effective education and operational support.**Essential Duties and Responsibilities:** ------------------------------------------ * Handles all support functions for the client’s financial well\-being initiative. This includes ordering employee incentive items as needed, accurately recording costs, and supervising information. This also includes servicing general email and voicemail boxes on an ongoing basis and completing all tasks related to incoming calls and emails * Manages meeting input and availability in the RPAG system * Schedules ad hoc meetings for employee with their assigned Financial Professional as needed. This includes supervising receipt of meeting summaries and accurately inputting data into client records * Supports the team of Financial Professionals to provide an ongoing calendar of events and all vital information for scheduled appointments * Produces promotional materials for scheduled events. This will include email campaigns, flyers, and other materials as needed by clients * Handles relationship management activities with new and/or existing clients. This includes coordinating and conducting implementation calls, bi\-weekly status calls, and ongoing oversight of each client’s financial wellness program **Knowledge, Skills, and/or Abilities:** ---------------------------------------- * Business Sense \- Knowledge, insight, and understanding of business ideas, tools, and processes needed to make sound decisions for the company. Ability to apply this knowledge accurately in various situations. * Client Relationship Management \- Knowledge and ability to determine and satisfy client needs and maintain a partnering