Financial Education Specialist Utah

All Financial Freedom; United States; On-site; USD 42,000 - 68,000; Full time

Benefits offered by this job

Performance-based compensation

Remote, flexible work environment

Training and licensing support

Job summary

A financial education firm is seeking an individual to deliver structured financial education and support clients with foundational financial planning. The ideal candidate must possess strong communication skills, a professional demeanor, and the ability to work independently in a remote environment. Responsibilities include conducting virtual education sessions and ensuring compliance standards are met. This position offers performance-based compensation and flexibility in the work environment.

Qualifications

• Excellent communication skills to explain financial concepts clearly.
• Attention to detail and professionalism in engagements.
• Ability to work independently in a remote setting.
• Licensing eligibility required.

Responsibilities

• Conduct virtual financial education sessions.
• Communicate financial concepts clearly and accurately.
• Support individuals through structured learning frameworks.
• Maintain documentation and compliance standards.
• Participate in ongoing education and training.

Skills

Strong verbal and written communication skills

Professional demeanor

Attention to detail

Remote work capability

Remote work

Licensing eligibility

Education

Licensing eligibility

Job description

This role focuses on delivering structured financial education and supporting individuals through foundational financial planning concepts.

In this position, you will guide individuals through foundational financial concepts in a clear and structured manner. The role emphasizes education, professionalism, and ethical client engagement.

Position Overview

This position centers on financial education delivery and client understanding. The role supports individuals and families by explaining foundational financial concepts and supporting long-term planning initiatives in a professional and ethical manner.

Key Responsibilities

• Conduct virtual financial education sessions
• Communicate financial concepts clearly and accurately
• Support individuals through structured learning frameworks
• Maintain documentation and compliance standards
• Participate in ongoing education and training

Required Qualifications

• Strong verbal and written communication skills
• Professional demeanor and attention to detail
• Comfort working remotely and independently
• Licensing eligibility

Compensation & Benefits

• Performance-based compensation
• Remote, flexible work environment
• Training and licensing support

Career Path

Growth into education leadership, training, or management roles.