Communication Skills, Customer Relations, Develop and Maintain Customers, Documentation, Financial Literacy, Financial Services, Leadership, Licensing, Presentation/Verbal Skills, Sales, Training/Teaching
LOCATION
Los Angeles, CA
POSTED
30+ days ago
Position Overview
The Financial Education Specialist delivers structured financial education to individuals and families, focusing on improving financial literacy and long-term planning understanding. This role emphasizes education, clarity, and ethical communication rather than transactional selling.
Key Responsibilities
Conduct virtual financial education sessions
Present foundational financial concepts in a clear, professional manner
Guide individuals through a structured learning process
Maintain professional client relationships and documentation
Participate in compliance and continuing education
Required Qualifications
Strong communication and presentation skills
Professional demeanor and ethical standards
Ability to learn and apply financial concepts
Licensing eligibility
Compensation & Benefits
Performance-based compensation
Remote and flexible work environment
Licensing and training support
Career Path
Education specialist trainer leadership or management.