About The Role

Position Overview

We are seeking a Financial Services Specialist to support our growing financial services organization. This role focuses on delivering structured financial education, guiding individuals through foundational financial concepts, and supporting long-term financial planning initiatives.

The ideal candidate is professional, detail-oriented, and comfortable communicating complex topics in a clear and ethical manner. Prior experience in financial services is not required; comprehensive training and licensing support are provided.

Key Responsibilities

Facilitate virtual client meetings
Assist with onboarding and follow-up
Support financial education initiatives
Maintain professional client records

Required Qualifications

Strong organizational and communication skills
Client-focused mindset
Remote work capability
Licensing eligibility

Compensation & Benefits

Performance-based compensation
Remote flexibility
Training and licensing support

Career Path

Client services → education → leadership.

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Client Services Specialist – Financial Services