Financial Education Specialist

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 and professional client relationships Participate in ongoing training, compliance, and professional development Required Qualifications Bachelor’s degree preferred or equivalent professional experience Strong verbal and written communication skills Professional demeanor and ethical standards Ability to work independently in a remote environment Willingness and ability to obtain required state licensing (training provided) Must successfully complete a background check Compensation & Benefits Performance-based compensation structure Remote work environment with flexible scheduling Licensing assistance and structured onboarding Ongoing professional training and advancement opportunities Supportive, team-oriented corporate culture Career Path This position offers a defined pathway for advancement for individuals interested in leadership, training, or management roles within the organization. Qualified candidates are encouraged to apply to learn more about this opportunity.