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Retirement Education Coach ( /403b) - Travel

NFP
FULL_TIME Remote · US Madison, US USD 401000–401000 / year Posted: 2026-05-11 Until: 2026-06-10
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Job Description
Wealthspire Advisors is looking for a Financial Advisor in Madison, Wisconsin, to provide employee education on financial wellness. The ideal candidate will lead group and individual meetings, manage client relationships, and ensure excellent service. A college degree is preferred, and fluency in Spanish is a significant advantage. The position comes with a competitive salary ranging from $70,000 to $100,000, alongside benefits like PTO, holidays, and a 401(k). Travel is required.