Financial Services Specialist – California

Job description

We are seeking a Financial Services Specialist to support a growing financial services organization operating 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 role supports a growing financial services organization by delivering structured financial education and guiding individuals through a standardized engagement process. The position emphasizes professionalism, consistency, and long-term relationship building. No prior financial services experience is required. Comprehensive training and licensing support are provided. Key Responsibilities Deliver structured financial education through virtual meetings Explain financial concepts related to protection, accumulation, and long-term planning Support individuals through a standardized, needs-based process Maintain accurate documentation and adhere to compliance standards Participate in ongoing training and professional development Required Qualifications Bachelor’s degree preferred or equivalent professional experience Strong communication skills and professional presence 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 structured onboarding Clear advancement opportunities Career Path Advancement into senior specialist, leadership, or training roles based on performance.