Remote Financial Education Coach & Advisor

EA Financial; Miami (FL); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Study materials and preparation support

Weekly training and coaching

Flexible scheduling options

Job summary

A financial services firm is seeking a Financial Professional to educate and assist clients in achieving their financial goals. This remote role provides full training and requires no prior financial experience. Candidates should have a strong ambition to impact their community positively. Responsibilities include managing client interactions and following regulatory practices. The firm offers study materials, remote work options, and weekly training to ensure your success.

Qualifications

• Demonstrated experience in serving others as educators, military personnel, or public servants is valued.
• 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 technologies to optimize client experience.
• Manage client interactions while adhering to regulatory requirements.

Skills

Ambition & drive to make a positive impact

Customer service experience

Management experience

Job description

A financial services firm is seeking a Financial Professional to educate and assist clients in achieving their financial goals. This remote role provides full training and requires no prior financial experience. Candidates should have a strong ambition to impact their community positively. Responsibilities include managing client interactions and following regulatory practices. The firm offers study materials, remote work options, and weekly training to ensure your success.