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Remote Gbu Financial Life Jobs in Austin, TX (NOW HIRING)

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Financial Education Coordinator - (Remote)

Austin, TX · Remote

$45K - $50K/yr

With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is ...

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$31.2K

$73.9K

$116K

How much do remote gbu financial life jobs pay per year?

As of May 28, 2026, the average yearly pay for remote gbu financial life in Austin, TX is $73,873.00, according to ZipRecruiter salary data. Most workers in this role earn between $53,500.00 and $93,200.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Remote GBU Financial Life professional, and why are they important?

To thrive as a Remote GBU Financial Life professional, you need a solid understanding of financial analysis, accounting principles, and business operations, usually supported by a degree in finance or accounting. Proficiency with financial software tools such as SAP, Oracle Financials, and Excel, along with relevant certifications like CPA or CFA, is often required. Strong communication, self-motivation, and attention to detail are crucial soft skills for effective remote collaboration and accurate reporting. These skills ensure reliable financial management, compliance, and strategic support for business growth in a remote environment.

How does a Remote GBU Financial Life professional typically collaborate with team members in a virtual environment?

As a Remote GBU Financial Life professional, you'll frequently collaborate with colleagues across different locations using digital communication tools like video conferencing, instant messaging, and project management platforms. Regular virtual meetings help ensure alignment on client financial strategies and ongoing projects. You'll also work closely with cross-functional teams, such as compliance and client service departments, to address complex financial needs and maintain seamless client experiences. Strong communication skills and proactive engagement are essential for building effective working relationships in this remote setup.

What is a Remote GBU Financial Life position?

A Remote GBU Financial Life position typically refers to a financial specialist or advisor role within a Global Business Unit (GBU) that can be performed remotely. These professionals are responsible for analyzing financial data, managing budgets, and supporting strategic financial planning for their assigned business unit. Working remotely, they collaborate with teams across different locations using digital communication tools. The role may also involve providing financial insights to support decision-making and ensure the financial health of the organization.

What is the difference between Remote Gbu Financial Life vs Remote Gbu Financial Advisor?

AspectRemote Gbu Financial LifeRemote Gbu Financial Advisor
CredentialsLicenses such as Series 6/7, Life & Health InsuranceSimilar licenses, including Series 6/7, Life & Health Insurance
Work EnvironmentRemote, client-facing, financial planning and product salesRemote, client-facing, providing financial advice and planning
Industry UsageFinancial services, insurance, wealth managementFinancial services, investment advising, wealth management

Both roles involve remote work, client interaction, and financial licenses. The main difference is that Gbu Financial Life focuses more on insurance products and life insurance sales, while Gbu Financial Advisor emphasizes comprehensive financial planning and investment advice. Understanding these distinctions helps candidates choose the role that best fits their skills and career goals.

What are the most commonly searched types of Gbu Financial Life jobs in Austin, TX? The most popular types of Gbu Financial Life jobs in Austin, TX are:
What are popular job titles related to Remote Gbu Financial Life jobs in Austin, TX? For Remote Gbu Financial Life jobs in Austin, TX, the most frequently searched job titles are:
What job categories do people searching Remote Gbu Financial Life jobs in Austin, TX look for? The top searched job categories for Remote Gbu Financial Life jobs in Austin, TX are:
What cities near Austin, TX are hiring for Remote Gbu Financial Life jobs? Cities near Austin, TX with the most Remote Gbu Financial Life job openings:
Remote Gbu Financial Life jobs near you
Infographic showing various Remote Gbu Financial Life job openings in Austin, TX as of May 2026, with employment types broken down into 1% As Needed, 81% Full Time, 17% Part Time, and 1% Contract. Highlights an 48% Physical, 4% Hybrid, and 48% Remote job distribution, with an average salary of $73,873 per year, or $35.5 per hour.
Financial Education Coordinator - (Remote)

Financial Education Coordinator - (Remote)

National Financial Partners

Austin, TX • On-site, Remote

$45K - $50K/yr

Full-time

Retirement, PTO

Posted 21 days ago

Job description

Who We Are:
Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com .
****Candidate selected will follow EST time hours***
Summary of the Role: The Financial Education Coordinator is responsible for supporting the delivery and coordination of retirement plan education programs for plan participants. This role partners closely with advisors, internal teams, and plan sponsors to organize educational meetings, prepare participant materials, and ensure clear, accurate communication of plan benefits and retirement concepts. The coordinator plays a key role in promoting participant engagement, improving understanding of 401(k) plans, and supporting overall financial wellness initiatives through effective education and operational support.
Essential Duties and Responsibilities:
  • Handles all support functions for the client's financial wellness program. This includes ordering employee incentive items as needed, accurately recording costs, and tracking information. This also includes servicing general email and voicemail boxes on an ongoing basis and completing all tasks related to incoming calls and emails
  • Manages meeting input and availability in the RPAG system
  • Schedules ad hoc meetings for employee with their assigned Financial Professional as needed. This includes tracking receipt of meeting summaries and accurately inputting data into client records
  • Supports the team of Financial Professionals to provide an ongoing calendar of events and all necessary information for scheduled appointments
  • Produces promotional materials for scheduled events. This will include email campaigns, flyers, and other materials as needed by clients
  • Handles relationship management activities with new and/or existing clients. This includes coordinating and conducting implementation calls, bi-weekly status calls, and ongoing oversight of each client's financial wellness program
Knowledge, Skills, and/or Abilities:
  • 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, directions, and tasks resulting from written communication from colleagues
  • Bilingual - Spanish is a big plus
  • Financial background preffered
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $45,000 to $50,000. 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.
Wealthspire is an inclusive Equal Employment Opportunity employer.

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