Financial Education Specialist
📋 Role Overview & Responsibilities
The transition from educating students to educating clients about finance is more seamless than you might think. Your ability to break down complex ideas, empathize with diverse needs, and create tailored learning experiences positions you uniquely for success as a Financial Education Specialist.
In this role, you're not just focused on finances; you're teaching financial responsibility, planning, and growth. Embrace a career where your love for education transcends traditional boundaries and contributes to the prosperity of others.
Join Pacific Advisors as a Financial Education Specialist. We're seeking individuals who are energized by helping others and creating new avenues for expansion. Our distinctive approach empowers you to tailor your strategies to capitalize on emerging opportunities, all with the essential support structure in place.
Step into a role that centers around helping people have a good life for the rest of their life and your professional advancement. We're growing our team with people who share our values and commitment to progress. If you're prepared to leverage your skills to propel yourself forward, discover how you can be part of a culture that fosters your ambitions.
What you'll be doing...Educating people on how to better manage their cashflow, and how to become world class saversCollaborate with clients to continually refine their financial strategies, aligning them with their evolving goals.Cultivate lasting client relationships by skillfully analyzing data and devising strategies supported by appropriate products and services.
What we provide...Comprehensive developmental programs and training, both locally and nationally, to empower you in shaping your role. Both on demand and in a classroom setting.Access to teams, tools, and resources that amplify your capacity to market your services, expand your clientele, and communicate effectively.Mentorship opportunities and avenues for strategic partnerships.A competitive benefits package encompassing a Defined Benefit Plan, 401(k) choices, health, and dental insurance, and more.
RequirementsMust be a US citizen or permanent resident.A four-year college degree.Obtain appropriate insurance licensing.
Our Mission: Helping People Financially Produce and Support a Good Life for the Rest of Their Lives
Please visit our website to learn more about us: www.acareerthatmatters.com
Pacific Advisors LLC (CA Insurance License #0K12914) is an agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 333 N. Indian Hill Blvd., Claremont, CA 91711. 909-399-1100. PAS is a wholly owned subsidiary of Guardian. Pacific Advisors is not an affiliate or subsidiary of PAS. Pacific Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. 2024-171671 Exp. 3/26
Frequently Asked Questions
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Click the “Apply for this Position” button on this page to submit your application directly to Pacific Advisors without recruitment intermediary fees.
Is this position eligible for remote work or visa sponsorship? ▼
This position is located in San Diego County, CA with potential relocation and sponsorship assistance depending on candidate qualifications.
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