Entry-Level Financial Educator — Remote & Hybrid Training

EA Financial; Dallas (TX); Hybrid; USD 40,000 - 60,000; Full time

Benefits offered by this job

Study materials and preparation support

In-house online tools and training

Personalized scheduling

Job summary

A leading financial empowerment firm is seeking candidates for an Entry-Level Financial Position. This role is ideal for individuals looking to make a positive impact and grow their skills in the financial industry. Training and certifications are provided with a strong emphasis on customer service. Candidates will assist clients in navigating financial strategies while enjoying remote and hybrid work options. Opportunities to advance and earn based on performance are available.

Qualifications

• Must be 18 or older and a U.S. citizen.
• Ability to pass a background check.
• Ability to pass a state licensing exam.

Responsibilities

• Assist clients with both consumer and small business solutions.
• Leverage resources and technologies to optimize client experience.
• Manage client interactions while adhering to regulatory requirements.

Skills

Ambition

Customer service experience

Drive to make a positive impact

Job description

A leading financial empowerment firm is seeking candidates for an Entry-Level Financial Position. This role is ideal for individuals looking to make a positive impact and grow their skills in the financial industry. Training and certifications are provided with a strong emphasis on customer service. Candidates will assist clients in navigating financial strategies while enjoying remote and hybrid work options. Opportunities to advance and earn based on performance are available.