Financial Wellness Advocate - Entry Level (Remote)

EA Financial; Austin (TX); Remote; USD 38,000 - 52,000; Full time

Benefits offered by this job

Study materials and preparation support

Weekly training and coaching

Remote & hybrid work options

Job summary

A financial services company in the United States is seeking Entry-Level Financial Professionals to assist and educate clients. This role does not require previous financial experience, as all training is provided. Candidates must have strong customer service skills and a drive to make a positive community impact. The position offers flexible work options and a supportive training environment to help you develop your career. Your compensation will directly reflect your performance and dedication.

Qualifications

• Ambition & drive to positively impact the community.
• Ability to pass a state licensing exam.
• Age 18 or older and U.S. citizenship.

Responsibilities

• Assist and educate clients with solutions and strategies.
• Leverage resources and technologies to optimize client experience.
• Manage client interactions and adhere to regulatory requirements.

Skills

Customer service

Management experience

Ambition

Job description

A financial services company in the United States is seeking Entry-Level Financial Professionals to assist and educate clients. This role does not require previous financial experience, as all training is provided. Candidates must have strong customer service skills and a drive to make a positive community impact. The position offers flexible work options and a supportive training environment to help you develop your career. Your compensation will directly reflect your performance and dedication.