Financial Compliance & Education Specialist

Job description

Position Overview We are seeking a Financial Compliance & Education Specialist to support the delivery of financial education while ensuring adherence to internal standards, documentation requirements, and regulatory guidelines. This role balances client-facing education with process discipline and compliance awareness. This position is well suited for professionals who value structure, accuracy, and ethical communication. Prior financial services experience is not required; licensing and compliance training are provided. Key Responsibilities Deliver structured financial education within approved guidelines Ensure all client interactions follow compliance and documentation standards Maintain accurate and complete records for education and onboarding activities Support audit readiness and internal quality controls Participate in ongoing compliance, licensing, and professional training Required Qualifications Strong attention to detail and process discipline Clear verbal and written communication skills High ethical standards and professionalism Ability to work independently in a remote environment Willingness to obtain required state licensing (training provided) Successful completion of a background check Compensation & Benefits Performance-based compensation structure Remote work with flexible scheduling Licensing assistance and compliance training Ongoing professional development and advancement opportunities Career Path Compliance specialist → senior compliance support → operations or leadership roles.