Financial Coach & Educator (Remote)

EA Financial; San Antonio (TX); Hybrid; USD 42,000 - 70,000; Full time

Benefits offered by this job

Study materials and preparation support

Remote & hybrid work options

In-house online tools and training

Weekly training and coaching

Job summary

A leading financial services firm based in San Antonio is seeking PT/FT Financial Professionals to empower clients through education and personalized financial strategies. No prior financial experience is required, as comprehensive training is provided. Candidates should possess ambition, a drive to impact their community positively, and customer service skills. This position offers flexible scheduling, lucrative compensation directly tied to performance, and remote or hybrid work options for a better lifestyle fit.

Qualifications

• Ambition & drive to positively impact the community.
• Ability to pass a state licensing exam.
• Customer service and/or management experience required.

Responsibilities

• Assist and educate clients with small business strategies.
• Leverage resources and technologies to optimize client experience.
• Adhere to established laws and guidelines in daily activities.
• Manage client interactions while abiding by regulatory requirements.

Skills

Customer service

Management experience

Ambition

Drive to make a positive impact

Job description

A leading financial services firm based in San Antonio is seeking PT/FT Financial Professionals to empower clients through education and personalized financial strategies. No prior financial experience is required, as comprehensive training is provided. Candidates should possess ambition, a drive to impact their community positively, and customer service skills. This position offers flexible scheduling, lucrative compensation directly tied to performance, and remote or hybrid work options for a better lifestyle fit.