Financial Programs Specialist Utah

All Financial Freedom; United States; Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Performance-based compensation

Flexible work environment

Training and licensing support

Job summary

A financial services organization is seeking a Financial Services Specialist to provide client-facing financial education initiatives across the United States. The role involves conducting virtual sessions, clearly communicating financial concepts, and supporting individuals through structured learning. The ideal candidate must possess strong communication skills, a professional demeanor, and be comfortable working remotely. This position offers performance-based compensation and the opportunity for career growth into leadership roles.

Qualifications

• Strong communication skills are essential for explaining financial concepts.
• Professionalism and attention to detail are required for maintaining compliance.
• Must be comfortable working remotely and able to operate independently.
• 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

Attention to detail

Remote work

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.