Financial Services Specialist

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

• Deliver financial education through virtual meetings
• Explain concepts related to protection, accumulation, and retirement
• Support clients through a standardized, needs-based process
• Maintain accurate documentation and client records
• Participate in training, compliance, and professional development

Required Qualifications

• Bachelor’s degree preferred or equivalent experience
• Strong communication skills
• Professional demeanor and ethical standards
• Ability to work independently in a remote environment
• Willingness to obtain state licensing (training provided)
• Background check required

Compensation & Benefits

• Performance-based compensation
• Remote, flexible schedule
• Licensing assistance and structured onboarding
• Ongoing training and advancement opportunities

Career Path

Defined growth into senior specialist, leadership, or training roles.