Financial Educator

WealthWave, LLC; Modesto, Merced (CA, CA); Remote; USD 28,000 - 48,000; Part time

Job summary

WealthWave is seeking a part-time Financial Educator to deliver clear, accessible financial education to individuals and families. The role is remote, with virtual sessions, workshops, and presentations on budgeting, saving, investing, and protection.

You will plan lessons, follow up with participants, answer questions, and help connect them with resources while collaborating with the team and adhering to compliance guidelines.

Qualifications

• Strong Education, Teaching, and Training skills to explain financial concepts.
• Lesson planning to design structured, engaging learning experiences.
• Excellent communication to explain complex topics simply.
• Comfort with remote work technologies and virtual presentation tools.
• Interest in personal finance and improving financial literacy.
• Self-motivated, organized, and able to manage flexible schedules.
• Experience is beneficial but not required; certifications are a plus.

Responsibilities

• Plan and deliver educational lessons, workshops, and presentations.
• Follow up with participants and answer questions.
• Connect learners with appropriate resources.
• Collaborate with team and maintain compliance.
• Adapt materials for diverse audiences.

Skills

Education/Teaching/Training

Lesson Planning

Communication

Remote tools awareness

Personal finance interest

Self-motivated

Part-time availability

Job description

Company Description

WealthWave is focused on ending the global crisis of financial illiteracy by transforming how the financial industry serves everyday individuals and families. The organization prioritizes education, teaching people how money works before helping them build financial security and independence. With thousands of entrepreneurs across North America, WealthWave provides world-class training, tools, and technology to support scalable, mission-driven businesses. Team members join a united effort to expand access to financial knowledge, resources, and guidance so more people can create better lives for themselves and future generations.

Role Description

The Financial Educator role is a part-time, remote position focused on providing clear, accessible financial education to individuals and families. Day-to-day responsibilities include planning and delivering educational lessons, workshops, and presentations on core financial concepts, both virtually and in small group settings. The role involves guiding learners through practical strategies for budgeting, saving, investing, and protection, while using WealthWave’s materials, tools, and technology. Financial Educators also follow up with participants, answer questions, and help connect them with appropriate resources to support their financial goals. Collaboration with other team members and adherence to compliance guidelines are essential aspects of the position.

Qualifications

• Candidates should possess strong Education, Teaching, and Training skills to effectively deliver financial concepts to diverse audiences.
• Candidates should possess Lesson Planning skills to design structured, engaging, and outcome-focused learning experiences.
• Candidates should possess excellent Communication skills, including the ability to explain complex topics in simple, relatable terms.
• Candidates should demonstrate comfort with remote work technologies and virtual presentation tools.
• Candidates should have an interest in personal finance and a commitment to improving financial literacy in their communities.
• Candidates should be self-motivated, organized, and able to manage part-time, flexible schedules.
• Experience in education, coaching, counseling, or financial services is beneficial but not required; relevant certifications or licenses are a plus.