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Financial Wellness Advocate - Entry Level; Remote

Remote / Online - Candidates ideally in
San Francisco, San Francisco County, California, 94199, USA
Listing for: EA Financial
Remote/Work from Home position
Listed on 2026-01-06
Job specializations:
  • Finance & Banking
    Financial Services, Accounting & Finance
Job Description & How to Apply Below
Position: Financial Wellness Advocate - Entry Level (Remote)
A financial services provider is seeking an Entry-Level Financial Professional to empower clients in achieving financial well-being. This role provides comprehensive training and resources to guide clients through their financial journeys. The ideal candidate will have a strong desire to serve the community, customer service experience, and the ability to pass required licensing exams. Flexible work options are available, supporting a healthy work-life balance.
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Position Requirements
Less than 1 Year work experience
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