Financial Education Professional at Kizer Legacy Planning in Remote

We are expanding and looking for motivated, people-focused individuals who are interested in building a career in the financial services industry while helping individuals and families better understand their financial options.

This opportunity is a strong fit for someone who is professional, coachable, and interested in financial education, client service, and long-term career development. Prior financial services experience is not required, as training and mentorship are provided.

As a Financial Education Professional, you will work alongside experienced, licensed professionals while learning how to educate clients on foundational financial concepts. You will gain experience supporting conversations around protection planning, retirement strategies, head-start and college planning, debt management, and long-term financial preparedness.

This role is designed with flexibility in mind. Many individuals begin part-time while completing training, licensing, and learning the client process. The position may remain part-time long term or develop into a full-time career path for individuals who want to grow their client base, expand their responsibilities, and pursue leadership opportunities.

Responsibilities:

• Learn foundational financial concepts and client education strategies
• Participate in structured training, mentorship, and professional development
• Help individuals and families better understand their available financial options
• Meet with clients to understand their goals, priorities, and current financial situation
• Support clients throughout the planning and implementation process
• Build and maintain professional client relationships through consistent communication and follow-up
• Maintain professionalism, organization, and follow-through with clients and team members

Qualifications:

• Strong communication and interpersonal skills
• Professional, positive, and dependable attitude
• Coachable and willing to learn
• Strong work ethic and ability to follow a structured training process
• Comfortable working with people and discussing financial goals
• Ability to manage your own schedule and daily activities
• Experience in customer service, sales, education, coaching, hospitality, real estate, retail, restaurant, leadership, or similar fields is helpful but not required

What We Offer:

• Structured training and mentorship
• Ongoing coaching and professional development
• Flexible scheduling
• Remote work options
• Supportive team environment
• Opportunities for growth and advancement
• Ability to begin part-time and remain part-time if preferred
• Potential to develop into a full-time career path

Additional Information:

Candidates who move forward will receive guidance through the appropriate licensing process. A background check may be required as part of licensing and onboarding.

This is a performance-based compensation opportunity. Compensation details and expectations will be clearly reviewed during the interview process.

Pay: $45,000.00 - $100,000.00 per year

Benefits:

• Flexible schedule

Application Question(s):

• Are you willing to undergo a background check?

Work Location: Remote