Financial Coach

Financial Coach will provide access to employees of corporate clients and provide employee education and leverage proprietary financial wellness platform to help employees and create relationships and opportunities for wealth management referrals.

Requirements

• Conduct group and individual 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 to clients and their employees
• Cross-sell all lines of business and services available at NFP
• Prepare for meetings in advance and ensure follow-up and execution of deliverables following the meetings
• Consult with NFP’s ERISA teams to ensure proper compliance regarding all client matters
• Respond to employee concerns and ensure questions or issues are resolved in an accurate and timely manner

Benefits

• PTO
• Paid Holidays
• 401(k) with match
• Exclusive discount programs
• Health & wellness programs