Financial Education & Empowerment Advisor (Remote)

EA Financial; Austin (TX); Hybrid; USD 30,000 - 70,000; Full time

Benefits offered by this job

Study materials and preparation support

Remote & hybrid work options

Weekly training by industry leaders

Job summary

A financial services company based in Texas seeks a PT/FT Financial Professional to provide clients with educational support on financial matters and business strategies. No prior financial experience is required, as comprehensive training will be provided. Ideal candidates will have a drive to serve others, with opportunities for remote or hybrid work. This role requires strong customer service skills and the ability to pass necessary background checks and licensing exams. Compensation is performance-based, with flexible schedules available.

Qualifications

• Ambition to make a positive impact in the community.
• Ability to pass a background check.
• Ability to pass a state licensing exam.

Responsibilities

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

Skills

Ambition & drive

Customer service experience

Management experience

Job description

A financial services company based in Texas seeks a PT/FT Financial Professional to provide clients with educational support on financial matters and business strategies. No prior financial experience is required, as comprehensive training will be provided. Ideal candidates will have a drive to serve others, with opportunities for remote or hybrid work. This role requires strong customer service skills and the ability to pass necessary background checks and licensing exams. Compensation is performance-based, with flexible schedules available.