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Added 18 days ago
AF
Wealth Education Specialist
All Financial Freedom
Remote, United States
- $75,000 to $80,000 USD / year
Added 18 days ago
AF
Private Client Financial Education Specialist
All Financial Freedom
Remote, United States
- $70,000 to $75,000 USD / year
Added 18 days ago
AF
Financial Strategist
All Financial Freedom
Remote, United States
- $60,000 to $75,000 USD / year
Added 18 days ago
AF
Financial Strategist
All Financial Freedom
Remote, United States
- $60,000 to $75,000 USD / year
Added 18 days ago
AF
Financial Strategist
All Financial Freedom
Remote, United States
- $60,000 to $75,000 USD / year
Added 18 days ago
AF
Financial Strategist
All Financial Freedom
Remote, United States
- $60,000 to $75,000 USD / year
Added 18 days ago
AF
Financial Strategist
All Financial Freedom
Remote, United States
- $60,000 to $75,000 USD / year
Added 18 days ago
AF
Financial Strategist
All Financial Freedom
Remote, United States
- $60,000 to $75,000 USD / year
Added 18 days ago
AF
Financial Strategist
All Financial Freedom
Remote, United States
- $60,000 to $75,000 USD / year
Added 18 days ago
AF
Financial Strategist
All Financial Freedom
Remote, United States
- $60,000 to $75,000 USD / year
Added 18 days ago
AF
Financial Strategist
All Financial Freedom
Remote, United States
- $60,000 to $75,000 USD / year
Added 18 days ago
AF
Financial Strategist
All Financial Freedom
Remote, United States
- $60,000 to $75,000 USD / year
Added 18 days ago
AF
Financial Strategist
All Financial Freedom
Remote, United States
- $60,000 to $75,000 USD / year
Added 18 days ago
AF
Financial Strategist
All Financial Freedom
Remote, United States
- $60,000 to $75,000 USD / year
Added 18 days ago
AF
Financial Strategist
All Financial Freedom
Remote, United States
- $60,000 to $75,000 USD / year
Added 18 days ago
AF
Financial Strategist
All Financial Freedom
Remote, United States
- $60,000 to $75,000 USD / year
Added 18 days ago
AF
Financial Strategist
All Financial Freedom
Remote, United States
- $60,000 to $75,000 USD / year
Added 18 days ago
AF
Financial Services Specialist – Wisconsin
All Financial Freedom
Remote, United States
- $30,000 to $50,000 USD / year
Added 18 days ago
AF
Financial Services Specialist – Washington
All Financial Freedom
Remote, United States
- $40,000 to $85,000 USD / year
Added 18 days ago
AF
Financial Services Specialist – Virginia
All Financial Freedom
Remote, United States
- $35,000 to $65,000 USD / year
Added 18 days ago
AF
Financial Services Specialist – Utah
All Financial Freedom
Remote, United States
- $33,000 to $62,000 USD / year
Added 18 days ago
AF
Financial Services Specialist – Texas
All Financial Freedom
Remote, United States
- $32,000 to $60,000 USD / year
Added 18 days ago
AF
Financial Services Specialist – Tennessee
All Financial Freedom
Remote, United States
- $31,000 to $58,000 USD / year
Added 18 days ago
AF
Financial Services Specialist – Pennsylvania
All Financial Freedom
Remote, United States
- $35,000 to $68,000 USD / year
Added 18 days ago
AF
Financial Services Specialist – Ohio
All Financial Freedom
Remote, United States
- $31,000 to $58,000 USD / year

All Financial Freedom

Client Services Specialist

Remote, United States

$32,000 to $60,000 USD / year

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Job details

Pay: $32,000 to $60,000 USD / year
Posting language: English
Posted: Feb 13, 2026

Original job description

This position is designed for professionals seeking long-term career growth, increased responsibility, and leadership development within a structured organization. This opportunity is ideal for professionals who are motivated to take ownership of their development while operating within an established framework. The role rewards initiative, consistency, and long-term contribution. Position Overview

This role supports a growing financial services organization by delivering structured financial education and guiding individuals through a standardized engagement process. The position emphasizes professionalism, consistency, and long-term relationship building.

No prior financial services experience is required. Comprehensive training and licensing support are provided.

Key Responsibilities

Deliver structured financial education through virtual meetings
Explain financial concepts related to protection, accumulation, and long-term planning
Support individuals through a standardized, needs-based process
Maintain accurate documentation and adhere to compliance standards
Participate in ongoing training and professional development

Required Qualifications

Bachelor’s degree preferred or equivalent professional experience
Strong communication skills and professional presence
Ability to work independently in a remote environment
Willingness to obtain required state licensing (training provided)
Successful completion of a background check

Compensation & Benefits

Performance-based compensation structure
Remote work with flexible scheduling
Licensing assistance and structured onboarding
Clear advancement opportunities

Career Path

Advancement into senior specialist, leadership, or training roles based on performance.

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More about this job

Skills

Relationship building
Mentor individuals
Documentation
Regulatory compliance
Communication skills
Work independently

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