Remote Financial Education & Engagement Specialist

Posted 17 days ago

all financial freedomNew York (NY)

Securities, Commodities, and Financial Services Sales Agents Educational Support Services

SENIORITY

Senior

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About the role

A leading financial education provider is looking for a Financial Education & Client Engagement Specialist. This remote role involves delivering financial education sessions and maintaining consistent client communication. Candidates should possess strong interpersonal and communication skills, an organized mindset, and professionalism. The position offers performance-based compensation, licensing assistance, and opportunities for career advancement through a structured path within the company.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.