Financial Education & Empowerment Advisor (Remote)

EA Financial; San Jose (CA); Hybrid; USD 35,000 - 55,000; 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 based in San Jose seeks a PT/FT Financial Professional to empower clients through financial education and support. No experience is required, as all training is provided. Ideal candidates are driven, with customer service backgrounds, who want to make a positive impact. The role offers compensation tied to performance, with remote and hybrid work options available. Weekly training and personalized scheduling are provided to foster career growth.

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 solutions and strategies.
• Leverage resources to optimize the client experience.
• Adhere to established processes and guidelines.
• Manage client interactions while abiding by regulatory requirements.

Skills

Ambition & drive

Customer service experience

Management experience

Job description

A financial services company based in San Jose seeks a PT/FT Financial Professional to empower clients through financial education and support. No experience is required, as all training is provided. Ideal candidates are driven, with customer service backgrounds, who want to make a positive impact. The role offers compensation tied to performance, with remote and hybrid work options available. Weekly training and personalized scheduling are provided to foster career growth.