Financial Services Specialist California

All Financial Freedom; United States; Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Performance-based compensation structure

Remote work with flexible scheduling

Licensing assistance and structured onboarding

Clear advancement opportunities

Job summary

A national financial services organization is seeking a Financial Services Specialist to deliver structured financial education through virtual engagement. The role emphasizes professionalism and aims for long-term career growth, with no prior experience required as comprehensive training is offered. Responsibilities include guiding clients through financial concepts and maintaining compliance standards. The position provides performance-based compensation, remote work flexibility, and clear advancement opportunities.

Qualifications

• Bachelor's degree preferred or equivalent professional experience.
• Strong communication skills and professional presence.
• Ability to work independently in a remote environment.
• Willingness to obtain required state licensing (training provided).
• Successful completion of a background check.

Responsibilities

• Deliver structured financial education through virtual meetings.
• Explain financial concepts related to protection, accumulation, and long-term planning.
• Support individuals through a standardized, needs-based process.
• Maintain accurate documentation and adhere to compliance standards.
• Participate in ongoing training and professional development.

Skills

Communication skills

Remote work capability

Licensing training

Background check

Education

Bachelor's degree or equivalent

Job description

We are seeking a Financial Services Specialist to support a growing financial services organization operating 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 role supports a growing financial services organization by delivering structured financial education and guiding individuals through a standardized engagement process. The position emphasizes professionalism, consistency, and long-term relationship building.

No prior financial services experience is required. Comprehensive training and licensing support are provided.

Key Responsibilities

• Deliver structured financial education through virtual meetings
• Explain financial concepts related to protection, accumulation, and long-term planning
• Support individuals through a standardized, needs-based process
• Maintain accurate documentation and adhere to compliance standards
• Participate in ongoing training and professional development

Required Qualifications

• Bachelor's degree preferred or equivalent professional experience
• Strong communication skills and professional presence
• Ability to work independently in a remote environment
• Willingness to obtain required state licensing (training provided)
• Successful completion of a background check

Compensation & Benefits

• Performance-based compensation structure
• Remote work with flexible scheduling
• Licensing assistance and structured onboarding
• Clear advancement opportunities

Career Path

Advancement into senior specialist, leadership, or training roles based on performance.