Financial Wellness Advocate - Entry Level (Remote)

EA Financial; Houston (TX); Hybrid; USD 36,000 - 48,000; Full time

Benefits offered by this job

Study materials and exam preparation support

Remote and hybrid work options

Weekly training and coaching

Personalized scheduling

Job summary

A financial services company based in Houston is looking for an Entry-Level Financial Professional to assist clients in navigating their financial journeys. This role emphasizes client education and requires no prior experience. You will manage client interactions and offer tailored financial strategies. With hybrid work options available, the company provides robust training support to foster your success in the field. If you have a passion for helping others and are eager to learn, this may be the perfect opportunity for you.

Qualifications

• Ability to pass a background check.
• Ability to pass a state licensing exam.
• Age 18 or older and U.S. citizenship.
• Computer with a camera.

Responsibilities

• Assist and educate clients with personal and small business solutions.
• Leverage resources and technologies to enhance client experience.
• Adhere to established processes and regulatory requirements.
• Manage client interactions effectively.

Skills

Ambition

Customer service experience

Management experience

Job description

A financial services company based in Houston is looking for an Entry-Level Financial Professional to assist clients in navigating their financial journeys. This role emphasizes client education and requires no prior experience. You will manage client interactions and offer tailored financial strategies. With hybrid work options available, the company provides robust training support to foster your success in the field. If you have a passion for helping others and are eager to learn, this may be the perfect opportunity for you.