Financial Wellness Advocate - Entry Level (Remote)

EA Financial; San Jose (CA); Hybrid; USD 40,000 - 60,000; Full time

Benefits offered by this job

Study materials and preparation support

Remote & hybrid work options

Weekly training and coaching

Job summary

A financial services company is seeking an Entry-Level Financial Professional to educate clients about financial strategies and solutions. The position offers training and mentorship, with no prior experience necessary. Responsibilities include assisting clients, managing interactions, and adhering to regulatory guidelines. Ideal candidates should possess ambition and customer service experience. Flexible working options are available, promising significant compensation tied to performance and effort.

Qualifications

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

Responsibilities

• Assist and educate clients with consumer and small business solutions.
• Leverage resources to deliver operational excellence.
• Manage client interactions while adhering to regulations.
• Adhere to established processes in activities.

Skills

Customer service experience

Management experience

Ambition

Drive to impact community

Job description

A financial services company is seeking an Entry-Level Financial Professional to educate clients about financial strategies and solutions. The position offers training and mentorship, with no prior experience necessary. Responsibilities include assisting clients, managing interactions, and adhering to regulatory guidelines. Ideal candidates should possess ambition and customer service experience. Flexible working options are available, promising significant compensation tied to performance and effort.