Financial Education & Empowerment Advisor (Remote)

EA Financial; San Francisco (CA); Hybrid; USD 35,000 - 65,000; Full time

Benefits offered by this job

Remote and hybrid work options

Weekly training and coaching

Study materials provided

Job summary

A financial services firm in San Francisco seeks motivated individuals to join as Financial Professionals. In this role, you will educate and assist clients with financial strategies while working remotely or in a hybrid capacity. Ideal candidates possess ambition, customer service skills, and a strong desire to impact the community positively. No prior financial experience is needed, and comprehensive training will be provided. Compensation is performance-based, with opportunities for growth and advancement.

Qualifications

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

Responsibilities

• Assist and educate clients with financial solutions and strategies.
• Leverage resources to optimize client experience.
• Adhere to guidelines in performing activities.

Skills

Ambition

Customer service experience

Management experience

Job description

A financial services firm in San Francisco seeks motivated individuals to join as Financial Professionals. In this role, you will educate and assist clients with financial strategies while working remotely or in a hybrid capacity. Ideal candidates possess ambition, customer service skills, and a strong desire to impact the community positively. No prior financial experience is needed, and comprehensive training will be provided. Compensation is performance-based, with opportunities for growth and advancement.