Financial Education Specialist (Remote)

This role focuses on delivering structured financial education and supporting individuals through foundational financial planning concepts.

In this position, you will guide individuals through foundational financial concepts in a clear and structured manner. The role emphasizes education, professionalism, and ethical client engagement.

Position Overview

This position centers on financial education delivery and client understanding. The role supports individuals and families by explaining foundational financial concepts and supporting long-term planning initiatives in a professional and ethical manner.

Key Responsibilities

Conduct virtual financial education sessions

Communicate financial concepts clearly and accurately

Support individuals through structured learning frameworks

Maintain documentation and compliance standards

Participate in ongoing education and training

Required Qualifications

Strong verbal and written communication skills

Professional demeanor and attention to detail

Comfort working remotely and independently

Licensing eligibility

Compensation & Benefits

Performance-based compensation

Remote, flexible work environment

Training and licensing support

Career Path

Growth into education leadership, training, or management roles.