Background Investigation, Communication Skills, Customer Experience, Customer Support/Service, Detail Oriented, Documentation, Financial Services, High Net Worth, Leadership, Licensing, Onboarding, Presentation/Verbal Skills, Regulatory Compliance, Relationship Management, Sales Management, Writing Skills
Position Overview
We are seeking a Wealth Education Specialist to support a financial services organization serving a high-net-worth, relationship-driven client base in market. This role focuses on delivering structured financial education, supporting long-term wealth planning discussions, and maintaining a discreet, professional client experience aligned with private-office standards.
This position is designed for individuals with a refined professional presence, strong communication skills, and an appreciation for confidentiality and long-term relationship management. Prior experience in financial services is not required; comprehensive training and licensing support are provided for qualified candidates.
This role operates in a remote or hybrid capacity while supporting clients in and around Palm Beach, Florida.
Key Responsibilities
- Deliver structured financial education to individuals and families through scheduled virtual and select in-person meetings
- Communicate financial concepts related to wealth preservation, income planning, and legacy strategies with clarity and professionalism
- Support clients through a standardized, needs-based education framework designed for long-term planning
- Maintain accurate documentation while adhering to strict confidentiality and compliance standards
- Coordinate with internal teams to ensure a seamless, white-glove client experience
- Uphold ethical standards, compliance requirements, and professional conduct at all times
- Participate in advanced training and ongoing professional development
Required Qualifications
- Bachelor's degree preferred or equivalent professional experience
- Exceptional verbal and written communication skills
- Professional demeanor with high emotional intelligence
- Strong attention to detail and discretion
- Ability to work independently in a structured remote or hybrid environment
- Willingness and ability to obtain required state licensing (training provided)
- Successful completion of a background check
Compensation & Benefits
- Performance-based compensation structure
- Flexible work environment with remote and hybrid options
- Licensing assistance and structured onboarding
- Access to advanced training and professional development
- Opportunity to work with a sophisticated, legacy-focused client base
- Supportive, professional, and growth-oriented corporate culture
Career Path
This role offers a defined pathway into senior private-client education roles, advanced planning support positions, or leadership opportunities for high-performing professionals.
Qualified candidates interested in private-client financial education and long-term relationship work are encouraged to apply.