Financial Literacy Coach
📋 Role Overview & Responsibilities
Teachers excel in financial services because they understand life’s most important lesson: the future is worth investing in. Let’s invest in yours.
Discover a career where your passion for teaching meets financial empowerment. As a financial professional, you will guide others to secure their financial future, just like you've guided students in the classroom.
Join Pacific Advisors as Financial Literacy Coach. 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 our business 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 and investment 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. 2024-171673 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 Orange County, CA with potential relocation and sponsorship assistance depending on candidate qualifications.
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