This role focuses on delivering structured financial education and supporting individuals through foundational financial planning concepts.
In this position, you will guide individuals through foundational financial concepts in a clear and structured manner. The role emphasizes education, professionalism, and ethical client engagement.
This role is designed for professionals who want more ownership over their career progression while operating within a structured financial services organization. The position rewards consistency, accountability, and long-term contribution.
Key Responsibilities
Deliver financial education and support through virtual engagement
Build long-term professional relationships
Take ownership of personal development and performance outcomes
Maintain documentation and compliance standards
Participate in leadership and professional development training
Required Qualifications
Strong initiative and self-management skills
Professional communication abilities
Entrepreneurial mindset within a structured environment
Licensing eligibility
Compensation & Benefits
Performance-based compensation structure
Remote work flexibility
Structured training and advancement opportunities
Career Path
Clear pathway into senior, leadership, or organizational development roles.