Financial Education & Empowerment Advisor (Remote)

EA Financial; San Marcos (TX); Hybrid; USD 42,000 - 72,000; Full time

Benefits offered by this job

Study materials and preparation support

Remote & hybrid work options

Weekly training and coaching

Job summary

A financial services organization based in the United States is looking for a PT/FT Financial Professional. This role empowers individuals to achieve financial well-being through education and support. You will engage with clients, offering strategies for insurance, retirement, and estate planning. No prior financial experience is necessary as full training is provided. Strong ambition and a customer service mindset are essential. The organization offers flexibility in work schedules and a supportive environment for 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 consumer and small business solutions.
• Leverage resources and technologies to optimize client experience.
• Manage client interactions while adhering to regulatory requirements.

Skills

Customer service

Management experience

Ambition

Job description

A financial services organization based in the United States is looking for a PT/FT Financial Professional. This role empowers individuals to achieve financial well-being through education and support. You will engage with clients, offering strategies for insurance, retirement, and estate planning. No prior financial experience is necessary as full training is provided. Strong ambition and a customer service mindset are essential. The organization offers flexibility in work schedules and a supportive environment for career growth.