Financial Education Coach

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.

***This role has the potential to work anywhere in the U.S.***

Summary of the Role: 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 or concerns. Ensure questions or issues are resolved in an accurate and 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 much sought after and long-term, upward mobile opportunities.  Financial growth over time can be significant for top performers who embrace the challenge of learning the diverse and significant 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, bright, hardworking, enthusiastic, positive attitude.

Education and/or Experience: 

• College degree preferred


• Spanish language fluency is a big plus

Do you see yourself excelling in this position?

Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.

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.

What We Offer:

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.  The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Wealthspire is an inclusive Equal Employment Opportunity employer.