Financial Programs Specialist Michigan

All Financial Freedom; United States; Remote; USD 45,000 - 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 seeking a Financial Services Specialist to lead virtual financial education sessions across the United States. The role requires strong communication skills and professionalism, supporting individuals in understanding fundamental financial concepts. This position offers remote work, a structured learning environment, and potential for career advancement into leadership or management roles. Ideal candidates are detail-oriented and capable of working independently while ensuring compliance and documentation standards.

Qualifications

• Strong communication skills necessary for clear explanations of financial concepts.
• Detail-oriented professionals will thrive in this structured role.
• Remote work capability and readiness for licensing are essential.
• Licensing eligibility.

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

Remote work readiness

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.