Financial Wellness Advocate - Entry Level (Remote)

EA Financial; Los Angeles (CA); Hybrid; USD 40,000 - 60,000; 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 firm in California is seeking an Entry-Level Financial Professional to assist clients with financial education and support. The role emphasizes client interaction and requires no prior financial experience. Ideal candidates are ambitious, have a service background, and wish to make a positive community impact. Compensation is performance-based, with training and remote work options provided to ensure success. This position is perfect for those ready to be coached and mentored in a rewarding career.

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 solutions and strategies.
• Leverage resources to optimize client experience.
• Adhere to processes and guidelines in activities.
• Manage client interactions while following regulations.

Skills

Ambition & drive

Customer service experience

Management experience

Job description

A financial services firm in California is seeking an Entry-Level Financial Professional to assist clients with financial education and support. The role emphasizes client interaction and requires no prior financial experience. Ideal candidates are ambitious, have a service background, and wish to make a positive community impact. Compensation is performance-based, with training and remote work options provided to ensure success. This position is perfect for those ready to be coached and mentored in a rewarding career.