Financial Education Specialist – California

Job description

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.