Remote Financial Education Coach & Advisor

EA Financial; Houston (TX); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Remote & hybrid work options

Study materials and preparation support

Weekly training by industry leaders

Job summary

A financial services company based in Texas, seeks a Financial Professional to provide client education on financial strategies and solutions. No prior experience is required, just a willingness to learn and serve others. This role offers remote or hybrid work options and weekly training sessions with industry leaders. Ideal candidates are those with customer service or management experience and a drive to positively impact the community.

Qualifications

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

Responsibilities

• Assist and educate clients with financial solutions and strategies.
• Leverage resources and technology for client experience.
• Manage client interactions while adhering to regulatory requirements.

Skills

Customer service experience

Management experience

Ambition

Drive to make a positive impact

Job description

A financial services company based in Texas, seeks a Financial Professional to provide client education on financial strategies and solutions. No prior experience is required, just a willingness to learn and serve others. This role offers remote or hybrid work options and weekly training sessions with industry leaders. Ideal candidates are those with customer service or management experience and a drive to positively impact the community.