Remote Financial Education Coach & Advisor

EA Financial; Grand Prairie (TX); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Remote & hybrid work options

Study materials and preparation support

Personalized scheduling

Weekly training and coaching

Job summary

A financial services company is seeking a Financial Professional to provide education and support to clients in achieving their financial goals. The role is remote and requires no prior financial industry experience, as training is provided. Ideal candidates will have a background in customer service or leadership and a desire to make a positive community impact. Strong ambition and drive are key for success in this highly compensated field, where earnings reflect performance.

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 solutions and strategies.
• Leverage resources and technologies for client experience.
• Manage client interactions while abiding by regulatory requirements.

Skills

Customer service experience

Management experience

Ambition & drive

Job description

A financial services company is seeking a Financial Professional to provide education and support to clients in achieving their financial goals. The role is remote and requires no prior financial industry experience, as training is provided. Ideal candidates will have a background in customer service or leadership and a desire to make a positive community impact. Strong ambition and drive are key for success in this highly compensated field, where earnings reflect performance.