Private Client Financial Education Specialist (Remote)

Position Overview

We are seeking a Private Client Financial Education Specialist to support a growing financial services organization serving a high-expectation, relationship-driven clientele. This role focuses on delivering structured financial education, supporting long-term planning conversations, and maintaining a professional, discreet client experience.

This position is well suited for individuals with a polished presence, strong communication skills, and the ability to navigate complex financial topics with clarity and professionalism. Prior experience in financial services is not required; comprehensive training and licensing support are provided for qualified candidates.

This role operates in a remote/hybrid capacity while supporting clients in and around the Beverly Hills market.

Key Responsibilities

• Deliver structured financial education to individuals and families through scheduled virtual and select in-person meetings
• Communicate financial concepts related to protection strategies, asset accumulation, and long-term planning with clarity and discretion
• Support clients through a standardized, needs-based education framework
• Maintain accurate documentation and uphold strict confidentiality standards
• Coordinate with internal teams to ensure a seamless and professional client experience
• Adhere to compliance guidelines, ethical standards, and internal processes
• Participate in ongoing professional development and advanced training

Required Qualifications

• Bachelor's degree preferred or equivalent professional experience
• Exceptional verbal and written communication skills
• Professional demeanor and high emotional intelligence
• Strong attention to detail and discretion
• Ability to work independently in a structured remote or hybrid environment
• Willingness and ability to obtain required state licensing (training provided)
• Successful completion of a background check

Compensation & Benefits

• Performance-based compensation structure
• Flexible work environment with remote and hybrid options
• Licensing assistance and structured onboarding
• Access to advanced training and professional development
• Opportunity to work with a sophisticated, high-expectation client base
• Supportive, growth-oriented corporate culture

Career Path

This role offers a defined pathway into senior private client roles, advanced education leadership, or management positions within the organization for high performers.

Qualified candidates with a professional presence and interest in financial education are encouraged to apply to learn more about this opportunity.