Financial Programs Specialist Minnesota

All Financial Freedom; Saint Paul (MN); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Performance-based compensation

Flexible work environment

Training and licensing support

Job summary

A nationwide financial services firm is looking for a Financial Services Specialist to deliver virtual financial education and support client understanding. The role emphasizes clear communication of foundational financial concepts and structured learning frameworks while maintaining compliance standards. Ideal candidates will have strong communication skills, a professional demeanor, and an ability to work remotely. Opportunities for growth into leadership and management roles are available.

Qualifications

• Excellent communication skills are required for explaining financial concepts.
• Professionalism and attention to detail are crucial for this role.
• Remote work adaptability is essential.
• Licensing eligibility or ability to obtain licensing within a reasonable timeframe.

Responsibilities

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

Skills

Strong verbal and written communication skills

Professional demeanor and attention to detail

Ability to work remotely and independently

Remote work independence

Professional demeanor

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.