Location
United States
Job Type
Remote
Posted
July 04, 2026
Job Description
Position Overview
We are seeking a Financial Education Specialist to support our growing financial services organization. This role focuses on delivering structured financial education, guiding individuals through foundational financial concepts, and supporting long-term financial planning initiatives.
The ideal candidate is professional, detail-oriented, and comfortable communicating complex topics in a clear and ethical manner. Prior experience in financial services is not required; comprehensive training and licensing support are provided.
Key Responsibilities
- Deliver financial education to individuals and families through virtual meetings
- Explain financial concepts related to protection, accumulation, and retirement planning
- Support clients through a standardized, needs-based education process
- Maintain accurate documentation a...