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Financial Wellness Advocate - Entry Level (Remote

Remote / Online - Candidates ideally in
San Jose, Santa Clara County, California, 95199, USA
Listing for: EA Financial
Remote/Work from Home position
Listed on 2026-08-06
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 40000 - 60000 USD Yearly USD 40000.00 60000.00 YEAR
Job Description & How to Apply Below
Position: Financial Wellness Advocate - Entry Level (Remote)
A financial services company is seeking an Entry-Level Financial Professional to educate clients about financial strategies and solutions. The position offers training and mentorship, with no prior experience necessary. Responsibilities include assisting clients, managing interactions, and adhering to regulatory guidelines. Ideal candidates should possess ambition and customer service experience. Flexible working options are available, promising significant compensation tied to performance and effort.
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Position Requirements
Less than 1 Year work experience
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