Remote Part-Time Leadership: Financial Literacy Coach

Secured Futures

Dallas (TX)

Remoto

USD 21.000 - 39.000

Part-time

7 giorni fa
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Vantaggi offerti da questo lavoro

In-house training
Advancement opportunities
Personalized scheduling

Descrizione del lavoro

Secured Futures is seeking a part-time leadership-focused associate to help combat financial illiteracy. Remote-friendly with in-house training, no prior financial experience is required, and candidates with strong work ethic and entrepreneurial spirit are encouraged to apply.

As a key client liaison, you will support financial planning discussions, budgeting, and education strategies, while advancing with scalable compensation and personalized scheduling. 18+ and U.S. citizenship are required.

Competenze

  • Must pass a background check.
  • 18 years or older.
  • U.S. citizen.
  • Training/coaching included.
  • Personally customized scheduling.

Mansioni

  • Serve as a key contact and liaison for clients to ensure total satisfaction.
  • Interact with clients and associates, providing timely, professional, courteous support.
  • Share financial knowledge, education, and strategies for budgeting, debt reduction, investing, retirement planning.
  • Develop customized financial plans to match clients’ needs and goals.
  • Guide clients through budgeting, debt reduction, investing and retirement planning steps.
  • Collaborate with a team to grow professionally and contribute ideas.

Conoscenze

Customer service
Leadership
Coaching
Communication skills
Financial education interest

Descrizione del lavoro

Secured Futures is seeking a part-time leadership-focused associate to help combat financial illiteracy. Remote-friendly with in-house training, no prior financial experience is required, and candidates with strong work ethic and entrepreneurial spirit are encouraged to apply.

As a key client liaison, you will support financial planning discussions, budgeting, and education strategies, while advancing with scalable compensation and personalized scheduling. 18+ and U.S. citizenship are required.

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