Hiring: Financial Education Coordinator (Remote) Company: Wealthspire Location: Madison, WI Job Posted Time: 2026-09-10 12:37:19 About the job Required Skills: •Candidate selected will follow EST time hours*** •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 Qualifications: •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 relationship during engagements •Customer Experience Management - Implements the strategies and techniques used to ensure that customers have a positive experience with the organization and its products and services at every touch point •Decision Making and Critical Thinking - Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately, and reach productive decisions •Effective Communications - Understanding of effective communication concepts, tools, and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs. Ability to read and understand details, directions, and tasks resulting from written communication from colleagues •Bilingual - Spanish is a big plus •Wealthspire is an inclusive Equal Employment Opportunity employer. Compensation: •$45,000 - $50,000 / year Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!