Financial Programs Specialist Kansas

All Financial Freedom; United States; Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Performance-based compensation

Remote, flexible work environment

Training and licensing support

Job summary

A financial services organization is looking for a Financial Services Specialist to conduct virtual financial education sessions nationwide. This role emphasizes clear communication of financial concepts and supports long-term planning for individuals and families. The ideal candidate should be detail-oriented, have strong verbal and written communication skills, and be eligible for necessary licensing. The position offers a remote work environment and opportunities for career growth.

Qualifications

• Excellent communication skills for client education.
• Detail-oriented professional with remote work experience.
• Eligible for financial licensing to guide clients.
• Licensing eligibility required or preferred.

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 and attention to detail

Comfort working remotely and independently

Licensing eligibility

Education

Licensing eligibility

Job description

Our organization is expanding and seeking a Financial Services Specialist to support client-facing financial education initiatives nationwide.

This role supports a professional, structured environment focused on delivering financial education through virtual engagement. The position is well suited for individuals who value accountability, consistency, and long-term career growth.

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.