Remote Financial Educator
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-10-11
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Education / Teaching
Professional Development, Career & Life Skills Coaching, Training Instructor / Specialist
If your background is in teaching, coaching, counseling, training, or another people-centered profession, you already have skills that translate well into financial education. You know how to communicate ideas clearly, establish meaningful relationships, and help others work toward their goals.
We’re seeking motivated professionals who are interested in applying those strengths in a new career setting while continuing to educate and support individuals and families.
What You’ll Do- Educate individuals and families about financial concepts and available options
- Meet with clients virtually based on your availability and schedule
- Develop ongoing professional relationships with the people you serve
- Help families explore areas such as income protection, savings strategies, and retirement planning
- Participate in ongoing education, coaching, and professional development
- Build your knowledge and skills with guidance from experienced mentors
- Have experience in education, coaching, counseling, training, sales, or another relationship-focused field
- Communicate confidently and can explain information in a simple, understandable way
- Are organized, self-directed, and able to manage your own schedule
- Enjoy working with people and helping them work toward meaningful financial goals
- Are willing to complete required state licensing and certification requirements, with support provided throughout the process
- Remote work environment
- Flexible scheduling with part-time and full-time opportunities
- Commission-based compensation
- Step-by-step training and ongoing mentorship
- Opportunities for professional development and leadership
- A collaborative culture focused on education, coaching, and personal growth
The ability to teach, communicate, and make a difference in people’s lives doesn’t have to end when you leave the classroom. Those skills can open the door to an entirely different professional path.
If you’re an educator or people-focused professional exploring your next opportunity, we’d be happy to connect and share more about the role, training, and what the career path can look like.
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