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
Financial Coaching & Education
Technology & Platform Support
Compliance & Best Practices
Required Education, Professional & Technical Experience
Essential Traits
Work Environment & Travel Requirements
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:
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
Work Life Convenience Benefits
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.
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