Financial Education & Empowerment Advisor (Remote)

EA Financial; California (MO); Hybrid; USD 42,000 - 72,000; Full time

Benefits offered by this job

Study materials and preparation support

Remote & hybrid work options

In-house online tools and training

Personalized scheduling

Weekly training and coaching

Job summary

A financial services company in California is seeking motivated individuals for the role of Financial Professional. This position emphasizes empowering clients through financial education while providing a supportive and flexible work environment. Candidates will assist with various financial strategies, with no prior experience required as comprehensive training is offered. This role includes significant opportunities for career growth and compensation linked directly to performance.

Qualifications

• Customer service and/or management experience is required.
• Ability to pass a background check and state licensing exam.
• Must be 18 or older and a U.S. citizen.

Responsibilities

• Assist clients with consumer and small business solutions.
• Leverage resources and technologies for client experience.
• Adhere to processes, laws, and guidelines daily.
• Manage client interactions and regulatory compliance.

Skills

Ambition

Customer service

Management experience

Job description

A financial services company in California is seeking motivated individuals for the role of Financial Professional. This position emphasizes empowering clients through financial education while providing a supportive and flexible work environment. Candidates will assist with various financial strategies, with no prior experience required as comprehensive training is offered. This role includes significant opportunities for career growth and compensation linked directly to performance.