Note: The job is a remote job and is open to candidates in USA. FBSPL is seeking a Financial Guidance Specialist to provide approachable, people-first financial coaching to families. In this fully remote role, you will help clients navigate everyday money decisions, ensuring they feel confident and in control.
Responsibilities
- Coach families through everyday money decisions
- Break complicated things into simple choices
- Help people feel confident and in control
- Work a steady stream of interested people
- Keep clean notes and follow up
Skills
- Approachable and easy to talk to
- Empathetic and patient
- Self-motivated and coachable
- Organized and reliable
- Dependable internet and a quiet space
Benefits
- Full onboarding and coaching
- Warm, interested people to help
- Supportive team culture
- Flexible, fully remote schedule
Company Overview