Remote Financial Education Coach & Advisor

EA Financial; Arlington (TX); Remote; USD 40,000 - 65,000; Full time

Benefits offered by this job

Remote and hybrid work options

Study materials and preparation support

Weekly training and coaching

Flexible scheduling

Job summary

A financial services firm is seeking a Financial Professional in Arlington, Texas, to educate and support clients on financial matters. This remote role emphasizes mentoring and training, with no prior experience required. Candidates with customer service or management backgrounds are preferred. You will assist clients with strategies for business, insurance, and retirement planning, while ensuring compliance. Strong ambition and a desire to positively impact the community are essential. Flexible scheduling and training provided.

Qualifications

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

Responsibilities

• Assist and educate clients with consumer and small business solutions.
• Leverage available resources to optimize the client experience.
• Adhere to established processes and laws.
• Manage client interactions while abiding by regulatory requirements.

Skills

Customer service experience

Management experience

Ambition

Drive to make a positive impact

Job description

A financial services firm is seeking a Financial Professional in Arlington, Texas, to educate and support clients on financial matters. This remote role emphasizes mentoring and training, with no prior experience required. Candidates with customer service or management backgrounds are preferred. You will assist clients with strategies for business, insurance, and retirement planning, while ensuring compliance. Strong ambition and a desire to positively impact the community are essential. Flexible scheduling and training provided.