Aon · 2 weeks ago
Financial Education Coordinator
United States
Full-time
Remote
Mid Level
$59K/yr - $65K/yrWealthspire is a leading wealth management firm serving clients across the United States. The Financial Education Coordinator plays a key role in supporting the development and execution of client financial education initiatives, ensuring operational excellence through effective communications and program development.
Professional ServicesConsultingEnterprise SoftwareFinanceHealth InsuranceHuman ResourcesProperty & Casualty InsuranceBusiness DevelopmentEnterpriseFinancial ServicesInsuranceProperty InsuranceRisk Management
Responsibilities
Execute and support the implementation and ongoing success of client financial education programs, including workshops, webinars, and personalized sessions
Develop promotional materials aligned with client needs and organizational objectives
Coordinate logistics for days of education, including scheduling, presentation decks, and participant communication
Maintain positive client relationships by ensuring clear, consistent and timely communication
Monitor program effectiveness and recommend improvements based on feedback and data
Build and maintain strong relationships with new and existing clients
Coordinate and lead implementation calls and conduct regular client check-ins
Provide timely updates on program engagement and outcomes
Maintain financial education client and program data within the HubSpot platform
Create and manage HubSpot landing page for each client
Create and manage Microsoft Bookings page for each, including customizations for dates of education
Support team of Financial Professionals to provide ongoing calendar of events and all necessary information for scheduled appointments
Perform other program-related tasks as assigned to support the success of client wellness and education initiatives
Qualification
Required
Execute and support the implementation and ongoing success of client financial education programs, including workshops, webinars, and personalized sessions
Develop promotional materials aligned with client needs and organizational objectives
Coordinate logistics for days of education, including scheduling, presentation decks, and participant communication
Maintain positive client relationships by ensuring clear, consistent and timely communication
Monitor program effectiveness and recommend improvements based on feedback and data
Build and maintain strong relationships with new and existing clients
Coordinate and lead implementation calls and conduct regular client check-ins
Provide timely updates on program engagement and outcomes
Maintain financial education client and program data within the HubSpot platform
Create and manage HubSpot landing page for each client
Create and manage Microsoft Bookings page for each, including customizations for dates of education
Leverage all technology and tools to streamline processes and improve efficiency for wellness initiatives
Support team of Financial Professionals to provide ongoing calendar of events and all necessary information for scheduled appointments
Perform other program-related tasks as assigned to support the success of client wellness and education initiatives
Business Acumen - Knowledge, insight, and understanding of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse 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, direction and tasks resulting from written communication from colleagues
Benefits
PTO & paid holidays
401(k) with match
Exclusive discount programs
Health & wellness programs
Performance-based incentives
Company
Aon
Aon is a global provider of risk management, insurance and reinsurance brokerage, human resources solutions, and outsourcing services.
Founded in 1979
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$1.94BKey Investors
Citibank NABerkshire Hathaway
2023-10-24Post Ipo Debt· $1B
2021-05-17Post Ipo Equity· $942.6M
1987-01-01IPO
Leadership Team
Andy Marcell
CEO Global Solutions
Anne Corona
Chief Executive Officer, North America / Global Chief Commercial Officer
Recent News
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2026-07-31
PR Newswire
2026-07-29
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