Financial Wellness Advocate - Entry Level (Remote)

EA Financial; San Francisco (CA); Hybrid; USD 27,552 - 48,216; Full time

Benefits offered by this job

Study materials and exam preparation support

Remote & hybrid work options

Personalized scheduling

Job summary

A financial services provider is seeking an Entry-Level Financial Professional to empower clients in achieving financial well-being. This role provides comprehensive training and resources to guide clients through their financial journeys. The ideal candidate will have a strong desire to serve the community, customer service experience, and the ability to pass required licensing exams. Flexible work options are available, supporting a healthy work-life balance.

Qualifications

• Must be 18 or older and a U.S. citizen.
• Ability to pass a background check and a state licensing exam.
• Computer with a camera required.

Responsibilities

• Assist and educate clients with consumer and small business solutions.
• Leverage resources and technologies to optimize client experience.
• Manage client interactions while abiding by regulatory requirements.

Skills

Ambition & drive to make a positive impact

Customer service experience

Ability to manage client interactions

Job description

A financial services provider is seeking an Entry-Level Financial Professional to empower clients in achieving financial well-being. This role provides comprehensive training and resources to guide clients through their financial journeys. The ideal candidate will have a strong desire to serve the community, customer service experience, and the ability to pass required licensing exams. Flexible work options are available, supporting a healthy work-life balance.