Financial Program Manager
Job Description
Financial Advisor Educator and Program Manager needed
Hybrid to Fully Remote – Southern CA
An organization in southern California is looking for a Program Manager who can educate and maintain new and existing financial center clients. This is a unique role that requires an excellent service and client management skillset combined with solid financial product and service offering knowledge, including premiere retirement and investment services.
This role will collaborate with the financial center client base in order to provide training, put together practice management tools and workshops that will mutually benefit annual initiatives. This position pays into the six figures and has some excellent benefits.
Requirements:
- Past training and education of financial products and services
- Several years client service experience
- FINRA licenses Series 7 is a huge plus
Compensation:
$100,000 - $150,000 target compensation
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