Remote Financial Education Coach & Advisor

EA Financial; San Diego (CA); Remote; USD 55,000 - 95,000; Full time

Benefits offered by this job

Study materials and exam support

Remote & hybrid work options

In-house online tools and training

Personalized scheduling

Weekly training and coaching

Job summary

A financial services company in California is seeking a Financial Professional to educate clients on financial matters and help them navigate their unique lives. This remote position provides all necessary training, and no prior experience in finance is needed. The role involves assisting clients, leveraging technology for excellent service, and adhering to regulatory guidelines. If you have a passion for helping others and ambition to succeed, this may be the perfect opportunity for you. You will enjoy flexible scheduling and support for your state licensing exam.

Qualifications

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

Responsibilities

• Assist and educate clients with consumer and small business solutions.
• Leverage resources and technologies to optimize client experience.
• Adhere to established processes and regulatory guidelines.
• Manage client interactions in compliance with regulations.

Skills

Ambition & drive

Customer service experience

Management experience

Job description

A financial services company in California is seeking a Financial Professional to educate clients on financial matters and help them navigate their unique lives. This remote position provides all necessary training, and no prior experience in finance is needed. The role involves assisting clients, leveraging technology for excellent service, and adhering to regulatory guidelines. If you have a passion for helping others and ambition to succeed, this may be the perfect opportunity for you. You will enjoy flexible scheduling and support for your state licensing exam.