Remote Financial Wellness Educator & Growth Leader

EA Financial; Dallas (TX); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Study materials and preparation support

Remote & hybrid work options

Weekly training and coaching

Job summary

A financial services firm is seeking a Financial Professional for a remote role focused on empowering clients with financial education and support. This position requires ambition, customer service experience, and the ability to pass a background check and licensing exam. The firm offers in-house training, resources, and personalized scheduling to support your work. Ambitious and dedicated individuals who are willing to learn and grow in the financial industry are encouraged to apply.

Qualifications

• Must be 18 years or older and a U.S. citizen.
• Ability to pass a background check.
• Ability to pass a state licensing exam.

Responsibilities

• Assist and educate clients with financial strategies.
• Leverage available resources to optimize client experience.
• Adhere to processes and laws for day-to-day activities.
• Manage client interactions with regulatory compliance.

Skills

Customer service experience

Ambition & drive

Job description

A financial services firm is seeking a Financial Professional for a remote role focused on empowering clients with financial education and support. This position requires ambition, customer service experience, and the ability to pass a background check and licensing exam. The firm offers in-house training, resources, and personalized scheduling to support your work. Ambitious and dedicated individuals who are willing to learn and grow in the financial industry are encouraged to apply.