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<...