Financial Education & Empowerment Advisor (Remote)

EA Financial; Los Angeles (CA); Hybrid; USD 40,000 - 64,000; Full time

Benefits offered by this job

Study materials and preparation support

Weekly training and coaching

Personalized scheduling

Job summary

A financial services company based in Los Angeles seeks Financial Professionals to provide clients with financial education and support. No prior experience is required; candidates should demonstrate a commitment to helping others and a willingness to learn. Individuals will assist clients in navigating their financial futures, focusing on delivering excellent service and adhering to regulatory standards. This role offers remote and hybrid work options with personal scheduling accommodations.

Qualifications

• Ability to pass a background check.
• Ability to pass a state licensing exam.
• Age 18 or older and U.S. citizenship.
• Computer with a camera.

Responsibilities

• Assist and educate clients with consumer and small business solutions.
• Leverage resources and technologies to enhance client experience.
• Adhere to processes, laws, and guidelines in daily activities.
• Manage client interactions while meeting regulatory requirements.

Skills

Customer service

Management experience

Ambition

Drive

Job description

A financial services company based in Los Angeles seeks Financial Professionals to provide clients with financial education and support. No prior experience is required; candidates should demonstrate a commitment to helping others and a willingness to learn. Individuals will assist clients in navigating their financial futures, focusing on delivering excellent service and adhering to regulatory standards. This role offers remote and hybrid work options with personal scheduling accommodations.