Financial Education & Empowerment Advisor (Remote)

EA Financial; Jacksonville (FL); Hybrid; USD 40,000 - 70,000; Full time

Benefits offered by this job

Study materials and exam support

Remote and hybrid work options

In-house online tools and training

Personalized scheduling

Weekly training and coaching

Job summary

A financial services company in Jacksonville, FL is seeking motivated individuals for a PT/FT Financial Professional position. This role involves assisting clients with financial education and strategies in both consumer and small business contexts. Candidates must have a passion for service, a willingness to learn, and must complete a licensing exam. The company offers remote and hybrid work options, training support, and a path for success through dedicated leadership. Engage in a fulfilling career that rewards commitment and performance.

Qualifications

• Must have ambition and drive to positively impact the community.
• Customer service and/or management experience is essential.
• Must be able to pass a background check and state licensing exam.
• Must be 18 or older and a U.S. citizen.
• A computer with a camera is required.

Responsibilities

• Assist and educate clients with consumer and small business solutions.
• Optimize client experience using available resources and technology.
• Adhere to established processes and guidelines in daily activities.
• Manage client interactions effectively while complying with regulations.

Skills

Customer service experience

Management experience

Ambition & drive

Job description

A financial services company in Jacksonville, FL is seeking motivated individuals for a PT/FT Financial Professional position. This role involves assisting clients with financial education and strategies in both consumer and small business contexts. Candidates must have a passion for service, a willingness to learn, and must complete a licensing exam. The company offers remote and hybrid work options, training support, and a path for success through dedicated leadership. Engage in a fulfilling career that rewards commitment and performance.