Remote Financial Education Coach & Advisor

EA Financial; San Francisco (CA); Remote; USD 50,000 - 85,000; Full time

Benefits offered by this job

Study materials and exam preparation support

Remote & hybrid work options

Weekly training and coaching

Job summary

A financial services company is seeking a Financial Professional to educate and assist clients with their financial goals. In this remote role, no prior experience is necessary, as the company provides comprehensive training and support. Responsibilities include guiding clients through financial strategies and ensuring compliance with regulatory requirements. The ideal candidate will have an ambition to make a positive impact in their community and a background in customer service or management. Opportunities for advancement and compensation are tied to performance.

Qualifications

• Ambition & drive to positively impact the community.
• Ability to pass a background check.
• Age 18 or older and U.S. citizenship.

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

Customer service experience

Management experience

Ambition

Job description

A financial services company is seeking a Financial Professional to educate and assist clients with their financial goals. In this remote role, no prior experience is necessary, as the company provides comprehensive training and support. Responsibilities include guiding clients through financial strategies and ensuring compliance with regulatory requirements. The ideal candidate will have an ambition to make a positive impact in their community and a background in customer service or management. Opportunities for advancement and compensation are tied to performance.