About this role
Role Overview
- Conduct group and individual employee financial education meetings in English and Spanish
- 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
Requirements
- College degree preferred
- Spanish language fluency is a big plus
Benefits
- PTO & paid holidays
- 401(k) with match
- Performance-based incentives