Remote Financial Education Coach & Advisor

EA Financial; Los Angeles (CA); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Study materials and preparation support

Remote & hybrid work options

In-house online tools and training

Personalized scheduling

Job summary

A leading financial services firm is seeking a Financial Professional (Remote) to empower individuals and businesses by providing tailored financial education and support. The role offers comprehensive training, allowing those without prior experience in finance to excel. Responsibilities include assisting clients in navigating financial strategies while adhering to regulations. Candidates should possess ambition, customer service or management experience, and must be U.S. citizens aged 18 or older. Flexible work options are available.

Qualifications

• Ambition to make a positive impact in the community.
• Experience in customer service and/or management.
• Ability to pass a background check.
• Ability to pass a state licensing exam.
• Must be 18 or older and a U.S. citizen.
• Access to a computer with a camera.

Responsibilities

• Assist and educate clients with solutions and strategies.
• Leverage technologies and processes to optimize experience.
• Adhere to processes, laws, and guidelines.
• Manage client interactions while meeting regulatory requirements.

Skills

Ambition & drive

Customer service experience

Management experience

Job description

A leading financial services firm is seeking a Financial Professional (Remote) to empower individuals and businesses by providing tailored financial education and support. The role offers comprehensive training, allowing those without prior experience in finance to excel. Responsibilities include assisting clients in navigating financial strategies while adhering to regulations. Candidates should possess ambition, customer service or management experience, and must be U.S. citizens aged 18 or older. Flexible work options are available.