Remote Financial Education Coach & Advisor

EA Financial; Town of Florida (NY); Remote; USD 42,000 - 70,000; Full time

Benefits offered by this job

Study materials and preparation support

In-house online tools and training

Weekly training and coaching

Personalized scheduling

Job summary

A financial services firm is seeking a Financial Professional to assist clients with financial education and support. This role offers remote and hybrid work options and requires ambition and a drive to impact the community positively. No prior experience is necessary as full training and resources will be provided. Successful candidates will possess strong customer service skills and be able to pass a background check and licensing exam. Compensation is performance-based and tailored to individual career goals.

Qualifications

• Ambition & drive to make a positive impact in the community.
• Customer service and/or management experience.
• 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 the client experience.
• Adhere to processes, laws, and guidelines in daily activities.
• Manage client interactions while abiding by all regulatory requirements.

Skills

Customer service

Management experience

Ambition

Drive to make a positive impact

Job description

A financial services firm is seeking a Financial Professional to assist clients with financial education and support. This role offers remote and hybrid work options and requires ambition and a drive to impact the community positively. No prior experience is necessary as full training and resources will be provided. Successful candidates will possess strong customer service skills and be able to pass a background check and licensing exam. Compensation is performance-based and tailored to individual career goals.