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About the Role

The Financial Education & Client Engagement Specialist supports the delivery of financial education and the ongoing engagement of individuals throughout the learning and onboarding lifecycle. This role blends education, communication, and relationship management within a structured framework.

Responsibilities

• Deliver financial education sessions
• Maintain consistent client communication and follow-up
• Support engagement throughout education milestones
• Ensure documentation accuracy and compliance
• Participate in ongoing professional training

Requirements

• Strong interpersonal and communication skills
• Organized and client-focused mindset
• Professional demeanor
• Licensing eligibility

Location

• Remote

Work Type

• Remote
• Flexible schedule

Salary/Compensations

• Performance-based compensation

Benefits

• Licensing and training assistance

About the Company

• Engagement specialist → senior specialist → leadership or training roles.