Financial Services Educator

Five Rings Financial, LLC; Suffolk (VA); Hybrid; USD 28,000 - 41,000; Part time

Job summary

Five Rings Financial, LLC in Suffolk, VA is seeking a Financial Services Educator for a part-time hybrid role with the option to work from home. You will empower clients with practical personal finance knowledge and help them build confident financial plans.

Day-to-day tasks include networking, attending educational workshops, and delivering personalized education. You will train with a mentor to develop clear explanations of financial concepts for diverse audiences and support clients in

Qualifications

• Experience delivering engaging financial education sessions.
• Ability to teach concepts clearly to diverse audiences.
• Strong communication of complex financial topics.
• Interest in helping others achieve financial literacy and security.
• Background in business, finance, education or marketing.

Responsibilities

• Network with clients and community partners to identify education opportunities.
• Attend educational workshops and lead financial literacy sessions.
• Provide personalized financial education tailored to client goals.
• Train with a mentor to improve delivery of financial concepts to varied audiences.
• Explain complex financial concepts in simple terms for learners.

Skills

Training skills

Education and Teaching skills

Strong communication skills

Passion for helping others achieve"

Prior experience in business, finance,

Job description

Five Rings Financial, LLC was established to educate Middle Americans on essential financial literacy, enabling individuals to take control of their personal finances. Using “safe money” strategies, the company provides innovative solutions to safeguard savings, prepare for retirement, and tackle unexpected financial challenges. By focusing on overcoming inflation, debt, and taxes, Five Rings Financial empowers clients to achieve financial security and build a lasting family legacy. Committed to teaching the basics of how money works, the company provides resources to help clients understand options such as tax-free retirement, income for life, and long-term care alternatives.

Role Description

This can be a part-time hybrid role located in or around the Suffolk, VA area with the flexibility to work from home. As a Financial Services Educator, you will be responsible for empowering clients with knowledge about personal finance. Day-to-day responsibilities include networking, attending educational workshops, and providing personalized financial education. You will also train with a mentor to be able to help teach individuals in financial literacy skills, help clients create tailored strategies to achieve their goals, and communicate complex financial concepts in a simple and accessible way.

Qualifications

• Training skills to present effective financial education sessions
• Education and Teaching skills to deliver knowledge in an engaging and understandable manner
• Strong communication skills to explain complex financial concepts clearly
• Passion for helping others achieve financial literacy and long-term security
• Prior experience in business, finance, education or marketing