Financial Education & Empowerment Advisor (Remote)

EA Financial; Tampa (FL); Hybrid; USD 35,000 - 60,000; Full time

Benefits offered by this job

Study materials support

Remote & hybrid work options

Weekly training and coaching

Job summary

A financial services company is seeking motivated individuals for the role of Financial Professional in Tampa, Florida. You will assist clients with financial education and planning, leveraging resources to ensure operational excellence. This position offers the opportunity to work remotely or in a hybrid model, and training is provided, making it ideal for those without prior financial experience. A strong commitment to serving the community and personal growth is essential for success.

Qualifications

• Ambition & drive to make a positive impact in the community.
• Ability to pass a background check and 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.
• Adhere to established processes, laws, and guidelines.

Skills

Customer service experience

Management experience

Ambition and drive

Job description

A financial services company is seeking motivated individuals for the role of Financial Professional in Tampa, Florida. You will assist clients with financial education and planning, leveraging resources to ensure operational excellence. This position offers the opportunity to work remotely or in a hybrid model, and training is provided, making it ideal for those without prior financial experience. A strong commitment to serving the community and personal growth is essential for success.