Financial Education & Empowerment Advisor (Remote)

EA Financial; San Diego (CA); Hybrid; USD 42,000 - 66,000; Full time

Benefits offered by this job

Study materials and support

Remote & hybrid work options

Weekly training and coaching

Job summary

A financial services company in San Diego is seeking Financial Professionals for full-time or part-time roles. The position emphasizes educating and empowering clients in financial matters, and applicants do not need prior financial experience. Responsibilities include client engagement, support for business strategies, and adherence to regulatory guidelines. The company offers comprehensive training, hybrid work options, and a performance-based compensation structure.

Qualifications

• Ability to pass a background check.
• Must be 18 or older and a U.S. citizen.
• Must have a computer with a camera.

Responsibilities

• Assist and educate clients with consumer and small business solutions.
• Leverage resources to optimize client experience.
• Adhere to established processes and regulatory requirements.
• Manage client interactions professionally.

Skills

Ambition & drive

Customer service experience

Management experience

Job description

A financial services company in San Diego is seeking Financial Professionals for full-time or part-time roles. The position emphasizes educating and empowering clients in financial matters, and applicants do not need prior financial experience. Responsibilities include client engagement, support for business strategies, and adherence to regulatory guidelines. The company offers comprehensive training, hybrid work options, and a performance-based compensation structure.