Financial Programs Specialist Ohio

All Financial Freedom; Columbus (OH); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Performance-based compensation

Flexible work environment

Training and licensing support

Job summary

A financial education organization is expanding and seeking a Financial Services Specialist to deliver client-facing financial education initiatives nationwide. This role emphasizes accountability and long-term career growth, requiring strong communication skills and the ability to work independently in a remote, flexible environment. Responsibilities include conducting virtual sessions, supporting clients in understanding financial concepts, and maintaining compliance standards. This position offers growth into leadership or management roles.

Qualifications

• Must be able to communicate financial concepts clearly and accurately.
• Attention to detail is critical in documentation and compliance standards.
• Requires a professional demeanor suitable for client interactions.
• Licensing eligibility required or to be pursued.

Responsibilities

• Conduct virtual financial education sessions.
• Support individuals through structured learning frameworks.
• Participate in ongoing education and training.
• 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

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.