Note: The job is a remote job and is open to candidates in USA. CKC Wealth Management is currently seeking motivated individuals to join their team as Financial Literacy Coaches. This remote opportunity allows individuals to educate clients on foundational financial concepts and guide them in implementing personalized financial strategies.
Responsibilities
- Connect with individuals and families who are open to improving their financial situation
- Educate clients on foundational financial concepts such as budgeting, debt management, and long-term planning
- Assist in gathering information to complete a financial needs analysis
- Work alongside licensed professionals to develop and present personalized financial strategies
- Guide clients through implementing those strategies by helping them get plans started and properly set up
- Attend virtual training sessions and mentorship calls to develop your knowledge and skillset
Skills
- Strong communication and people skills
- Self-motivated with a willingness to learn
- Coachable and open to mentorship
- Interest in personal finance, entrepreneurship, or helping others
- Must be able to pass a background check (required for licensing)
Benefits
- Remote, flexible schedule
- Step-by-step training and ongoing mentorship
- Opportunity to obtain financial licensing (discounts and reimbursement available)
- Supportive team environment with advancement opportunities
Company Overview