Remote Wealth Coach & Education Specialist

Melius Consulting; Houston (TX); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Remote & hybrid options

Study materials & license exam prep

Weekly training & coaching

Job summary

Melius Consulting seeks motivated individuals for Wealth Management roles that can be performed remotely or in a hybrid setup. Training is provided, with no prior financial experience required, and a focus on educating clients about financial planning for individuals and small business owners.

Ideal candidates demonstrate ambition, strong customer service, and leadership potential. You will help clients with education, strategies, and timely support while pursuing necessary licenses and

Qualifications

• Must have ambition and drive to positively impact 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 or legal status.
• Must have a computer with a camera.

Responsibilities

• Assist and educate clients with consumer and small business solutions and strategies.
• Leverage available resources, technologies, and processes to optimize the client experience.
• Adhere to established processes, laws, and guidelines in day-to-day activities, such as submitting policies and account maintenance.
• Manage client interactions by taking the best course of action for clients while complying with regulatory requirements.

Skills

Ambition & drive

Customer service experience

Leadership experience

Ability to pass a background check

Ability to pass a state licensing exam

U.S. citizenship or legal status

Computer with a camera

Job description

Melius Consulting seeks motivated individuals for Wealth Management roles that can be performed remotely or in a hybrid setup. Training is provided, with no prior financial experience required, and a focus on educating clients about financial planning for individuals and small business owners.

Ideal candidates demonstrate ambition, strong customer service, and leadership potential. You will help clients with education, strategies, and timely support while pursuing necessary licenses and