Financial Programs Specialist – Wisconsin

Job description

Our organization is expanding and seeking a Financial Services Specialist to support client-facing financial education initiatives nationwide. This role supports a professional, structured environment focused on delivering financial education through virtual engagement. The position is well suited for individuals who value accountability, consistency, and long-term career growth. 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.