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Retirement Education Coach ( /403b) - Spanish/English

NFP
FULL_TIME Remote · US Florida, US USD 401000–401000 / year Posted: 2026-05-11 Until: 2026-06-10
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Job Description
A financial advisory firm in New York seeks an Advisor to educate employees about 401(k) and 403(b) plans. Responsibilities include conducting educational meetings in English and Spanish, managing relationships, and cross-selling services. The role requires strong communication skills and the ability to travel nationally. A competitive salary between $70,000 and $100,000 is offered, along with benefits like PTO and 401(k) matching.