NFP, an Aon company
5001 - 10000 employees
NFP, an Aon company, helps organizations and people solve problems.
Financial Education Coach
🕒 April 9
🧀 Wisconsin – Remote
💵 $70k - $100k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis (FP&A)
🗣️🇪🇸 Spanish Required
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NFP, an Aon company
5001 - 10000 employees
NFP, an Aon company, helps organizations and people solve problems.
📋 Description
• 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
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