Remote Financial Education Coach & Advisor

EA Financial; San Jose (CA); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Study materials and preparation support

In-house online tools and training

Weekly training and coaching

Job summary

A leading financial services firm is seeking a Financial Professional to empower clients in achieving financial well-being. You will educate clients about financial strategies, providing support for business matters, insurance, and retirement planning. The role offers remote and hybrid options, comprehensive training, and personalized scheduling. Ideal candidates are ambitious, customer service-oriented, and possess a passion for making a difference. No prior financial experience is required as training is provided.

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 for operational excellence.
• Adhere to established processes, laws, and guidelines during daily activities.
• Manage client interactions while abiding by regulatory requirements.

Skills

Customer service

Management experience

Ambition

Drive to make a positive impact

Job description

A leading financial services firm is seeking a Financial Professional to empower clients in achieving financial well-being. You will educate clients about financial strategies, providing support for business matters, insurance, and retirement planning. The role offers remote and hybrid options, comprehensive training, and personalized scheduling. Ideal candidates are ambitious, customer service-oriented, and possess a passion for making a difference. No prior financial experience is required as training is provided.