Financial Coach & Educator (Remote)

EA Financial; Town of Florida (NY); Remote; USD 42,000 - 62,000; Full time

Benefits offered by this job

Remote & hybrid work options

Weekly training and coaching

Study materials and preparation support

Job summary

A financial services company in the Town of Florida is looking for a PT/FT Financial Professional. The role involves assisting clients with financial education and strategies while providing personalized support. No prior financial experience is required, as full training is provided. Candidates should be ambitious, customer-focused, and possess a desire to make a positive community impact. This role offers competitive earnings based on performance and comes with flexible work options.

Qualifications

• Experience in customer service or management.
• Must be 18 years or older and a U.S. citizen.
• Ability to pass a state licensing exam and background check.

Responsibilities

• Assist and educate clients on financial solutions.
• Manage client interactions while adhering to regulations.
• Leverage technologies to improve client experience.

Skills

Customer service

Management experience

Ambition and drive

Job description

A financial services company in the Town of Florida is looking for a PT/FT Financial Professional. The role involves assisting clients with financial education and strategies while providing personalized support. No prior financial experience is required, as full training is provided. Candidates should be ambitious, customer-focused, and possess a desire to make a positive community impact. This role offers competitive earnings based on performance and comes with flexible work options.