Remote Financial Education Coach & Advisor

EA Financial; Austin (TX); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Remote & hybrid work options

Weekly training and coaching

Personalized scheduling

Job summary

A financial services company is seeking a Financial Professional for a remote position. The role involves educating and supporting clients on financial matters, while providing personalized training and resources. No previous financial experience is needed; candidates with a background in customer service or management are preferred. The company offers the tools and training necessary for success in a rewarding and growth-oriented environment.

Qualifications

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

Responsibilities

• Assist and educate clients with consumer and small business strategies.
• Leverage resources and technologies to optimize client experience.
• Adhere to processes and regulatory requirements.

Skills

Customer service

Management experience

Ambition

Job description

A financial services company is seeking a Financial Professional for a remote position. The role involves educating and supporting clients on financial matters, while providing personalized training and resources. No previous financial experience is needed; candidates with a background in customer service or management are preferred. The company offers the tools and training necessary for success in a rewarding and growth-oriented environment.