Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct purpose of helping clients prosper.
The Financial Wellness Coordinator is responsible for supporting our workplace financial wellness program. This role will focus on program administration, vendor management, and operational execution, ensuring the smooth delivery of our financial wellness initiatives. Additionally, the Coordinator will provide direct support to our financial coaching program. Candidates with a financial coaching certification are preferred, or they must be willing to obtain one within six months of hire.
Responsibilities:
Program Administration & Management
- Assist in the day-to-day administration and operational execution of the financial wellness program.
- Serve as a liaison with third-party vendors, ensuring smooth coordination and implementation of program components.
- Support the development, tracking, and reporting of key program performance metrics (KPIs, SLAs).
- Manage participant inquiries, scheduling, and engagement with financial wellness resources.
- Assist with the coordination of marketing and outreach efforts in collaboration with HR, account executives, and internal teams.
Financial Coaching & Education
- Provide backup 1:1 financial coaching via phone or video for participants seeking guidance on budgeting, debt management, savings, investing, and retirement planning.
- Conduct group and individual meetings in both virtual and in-person settings.
- Support the development of educational materials and workshops for workplace retirement plan participants and related employees.
- Stay informed on personal finance best practices to enhance participant experiences.
Technology & Platform Support
- Assist in the launch of new financial wellness clients on the platform by coordinating with our technology partners to fulfill setup and customization requirements.
- Provide support for optimizing and testing platform usability by collaborating with the technology team to ensure successful site launches with plan sponsor clients.
Compliance & Best Practices
- Support compliance efforts by ensuring all program activities align with industry regulations and best practices, in collaboration with compliance teams.
- Stay informed about evolving financial wellness trends and innovations.
Required Education, Professional & Technical Experience
- Bachelor’s Degree or relevant work experience.
- 3+ years of program administration, financial wellness, or employee benefits experience.
- Proficiency in Microsoft Suite and familiarity with financial education tools and client relationship management platforms.
- Fluency in English and Spanish preferred.
Essential Traits
- Ability to analyze data and leverage insights to improve program effectiveness.
- Thoughtful ability to establish rapport and build relationships.
- Exceptional communication in a public setting with notable writing and presentation skills.
- Adaptability when priorities shift and able to work independently.
- Sound judgment and problem-solving skills.
- Innovative, curious, and enthusiastic.
- Detail-oriented with a high level of accuracy and organization.
- Ability to cultivate and develop inclusive and collaborative working relationships to support a sense of belonging.
- Passionate about working in an organization that values and promotes inclusion and belonging.
Work Environment & Travel Requirements
- This role may travel up to 50% of the time for training and or business/events.
- This role offers a hybrid work model with three days in one of our professional office environments and two days remotely.
Physical Job Expectations
The physical job expectations described here are representative of those that must be met by an associate to successfully perform the essential functions of this job:
- Must be able to remain in a stationary position for up to 8 hours.
- Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
- The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information.
- The person in this position may at times need to move throughout the building to access different areas.
- Ability to move equipment weighing up to 25 pounds.
- Reasonable accommodations may be made to enable individuals with disabilities to perform their primary responsibilities.
What We Offer (Summary Highlights)
A workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to belonging and inclusion. We strive to be active participants of change in and outside our industry.
The base salary range for this position is $75,000-100,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Paid Time Off
- Generous PTO with optional rollover
- Personal/Sick Time
- 10 Holidays with additional half days off for specific holidays throughout the year
- Summer Perks
- Bereavement Time –inclusive time off for a loved one, unborn child, or pet.
- Employer Paid Parental, Personal and Family leaves.
- Professional Development Day for eligible exams
Work Life Convenience Benefits
- Exclusive Wellness Benefit Programs from VirginPulse, Care.com, Torchlight, Real Appeal, Peloton and more
- KindBody – Family & Fertility Assistance
- Wellness Reimbursement Program
- Professional Development Designation reimbursement
- Employee Referral Program
- Employee Resource Groups, Mentorship Program & New Hire Cohort
- 401K Plan with company match
- Cell Phone Reimbursement Program
Fiducient Advisors provides equal employment opportunities to all associates and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
