Financial Coach & Educator (Remote)

EA Financial; Fort Worth (TX); Hybrid; USD 45,000 - 75,000; Full time

Benefits offered by this job

Study materials and preparation support

Remote and hybrid work options

In-house training tools

Personalized scheduling

Weekly training by industry leaders

Job summary

A leading financial services company based in Fort Worth, Texas seeks enthusiastic individuals for the Financial Professional role. This unique position focuses on providing clients with financial education and support tailored to their needs. The role offers mentorship and comprehensive training, making it ideal for those eager to grow and make a difference without prior experience. Candidates can enjoy flexible schedules with remote or hybrid options, allowing them to pursue a rewarding career while having a positive impact on their community.

Qualifications

• Ambition and drive to make a positive impact in the community.
• Customer service experience preferred.
• Ability to pass a background check and state licensing exam.
• U.S. citizenship and age 18 or older.

Responsibilities

• Assist and educate clients with consumer and small business solutions.
• Leverage resources to optimize client experience.
• Adhere to processes, laws, and guidelines.
• Manage client interactions while complying with regulatory requirements.

Skills

Customer service

Management experience

Ambition

Computer literacy

Job description

A leading financial services company based in Fort Worth, Texas seeks enthusiastic individuals for the Financial Professional role. This unique position focuses on providing clients with financial education and support tailored to their needs. The role offers mentorship and comprehensive training, making it ideal for those eager to grow and make a difference without prior experience. Candidates can enjoy flexible schedules with remote or hybrid options, allowing them to pursue a rewarding career while having a positive impact on their community.