Remote Financial Wellness Educator & Growth Leader

EA Financial; California (MO); Hybrid; USD 45,000 - 75,000; Full time

Benefits offered by this job

Study materials and support for licensing exam

Remote & hybrid work options

Weekly training and coaching sessions

Job summary

A financial services firm is seeking a Financial Professional to educate and assist clients remotely. No prior financial experience is required, but candidates should possess ambition and a customer service background. The role involves educating clients about financial strategies and providing support to help them reach their goals. As part of a high-earning field, your performance will directly influence your compensation and career advancement. Remote and hybrid work options are available.

Qualifications

• Willingness to learn and grow within the financial industry.
• Ability to pass a background check and a state licensing exam.
• Must be at least 18 years old and a U.S. citizen.
• Computer with a camera required.

Responsibilities

• Assist and educate clients on financial solutions.
• Leverage resources and technologies to enhance client experience.
• Adhere to regulatory requirements and established processes.
• Manage client interactions effectively.

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 remotely. No prior financial experience is required, but candidates should possess ambition and a customer service background. The role involves educating clients about financial strategies and providing support to help them reach their goals. As part of a high-earning field, your performance will directly influence your compensation and career advancement. Remote and hybrid work options are available.