Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Compliance Education Specialist

All Financial Freedom

Position Overview We are seeking a Financial Compliance & Education Specialist to support the delivery of financial education while ensuring adherence to internal standards, documentation requirements, and regulatory guidelines. This role balances client-facing education with process discipline and compliance awareness. This position is well suited for professionals who value structure, accuracy, and ethical communication. Prior financial services experience is not required; licensing and compliance training are provided. Key Responsibilities Deliver structured financial education within approved guidelines Ensure all client interactions follow compliance and documentation standards Maintain accurate and complete records for education and onboarding activities Support audit readiness and internal quality controls Participate in ongoing compliance, licensing, and professional training Required Qualifications Strong attention to detail and process discipline Clear verbal and written communication skills High ethical standards and professionalism Ability to work independently in a remote environment Willingness to obtain required state licensing (training provided) Successful completion of a background check Compensation & Benefits Performance-based compensation structure Remote work with flexible scheduling Licensing assistance and compliance training Ongoing professional development and advancement opportunities Career Path Compliance specialist → senior compliance support → operations or leadership roles. #J-18808-Ljbffr All Financial Freedom

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Compliance Education Specialist in New York, NY vacancy
  • $89k - $105k

     ...epicenter of this historic cultural and financial shift, keep reading.About the team +...  ...fingertips, anytime and anywhere. The Compliance Specialist will help create and champion a culture...  ...-related factors, which may include education, training, experience, location, business... 
    Financial
    Work at office
    Flexible hours
    Shift work
    3 days per week

    Robinhood Financial

    New York, NY
    3 days ago
  • Education Affiliates in the United States is seeking a front-line information specialist who represents EA schools by phone, guiding prospective students through campus information...  ...programs, outcomes, student services, and financial considerations, and uphold high quality... 
    Financial
    Remote job

    Education Affiliates

    New York, NY
    15 hours ago
  • $70k - $80k

    Privia Health is seeking a Coding Compliance Audit & Education Specialist to conduct audits and educate providers on coding compliance. This remote position requires expertise in CPT, ICD-10, and HCPCS coding, as well as strong communication skills. The ideal candidate... 
    Suggested
    Remote job

    kozmetickesluzby.vecnakraska.sk - Jobboard

    New York, NY
    1 day ago
  • $54.11k

     ...that unlocks solutions for a lifetime. Responsibilities The Educational Specialist is responsible for providing academic support services to...  ...selection and admissions application, admissions essay writing, financial aid application, work study, scholarship selection and... 
    Financial
    Work at office
    Afternoon shift

    The New York Foundling

    New York, NY
    15 hours ago
  • $60k - $90k

    Overview Mutual of America Financial Group Job Title: Sales Support, Education Specialist Location: New York, NY Who Are We At Mutual of America Financial Group...  ...Knowledge of retirement plan structures and compliance requirements. Experience with virtual and in-person... 
    Financial

    Mutual of America Financial Group

    New York, NY
    1 day ago
  • $20.2 - $23.56 per hour

    Overview The Education Specialist (ES) is the sole point of contact in helping Jobs Plus Members...  ...completing applications for enrollment and financial aid, maintains ongoing contact with...  ...and education. The role ensures compliance with contractual KPI goals and continuous... 
    Financial
    Contract work
    Work experience placement
    Internship
    Work at office
    Remote work

    The Fedcap Group

    New York, NY
    3 days ago
  • $22.4 per hour

     ...vulnerable populations throughout New York City. The Employment/Education Specialist assists youth in making informed choices and planning for...  ...with youth (e.g., program orientation, work readiness, financial literacy, teamwork and conflict resolution, time management... 
    Financial
    Hourly pay
    Work experience placement
    Summer work
    Work at office
    Flexible hours

    HANAC

    New York, NY
    2 days ago
  • $64k

    Education Specialist - Younger Youth page is loaded## Education Specialist - Younger Youthlocations...  ...the core functions of post-award financial management for CUNY research projects...  ...invoicing, budget monitoring, and cost compliance with uniform guidance; ensuring that sponsor... 
    Financial
    Summer work
    Internship
    Local area

    Research Foundation Cuny

    New York, NY
    15 hours ago
  •  ...locations across the United States, a growing online campus, and education partnerships worldwide. It is a minority‑majority...  ...in psychology, behavioral health, and nursing. The Research Compliance Specialist provides comprehensive support for the institution’s research... 
    Worldwide

    Saybrook University

    New York, NY
    2 days ago
  •  ...IST in Bangalore, India. Responsibilities Collaborate with the Compliance team on implementation and execution of compliance programs....  ...grow with Cryptocurrencies are the most disruptive change the financial services industry has seen in years. Join us and you can look... 
    Financial
    Work at office
    Monday to Friday

    Framework Ventures

    New York, NY
    1 day ago
  •  ...regulated industries. For this business, Governance, Risk & Compliance isn't simply about maintaining certifications. It's a key part...  ...operating within highly regulated industries such as financial services, healthcare, insurance or the public sector Strong... 
    Financial
    Remote work

    Quanta Services

    New York, NY
    15 hours ago
  • A financial services organization is seeking dedicated professionals to deliver financial education and support virtually. Candidates will build long-term relationships while focusing on self-management and professional development within a structured environment. This... 
    Financial
    Remote job

    All Financial Freedom

    New York, NY
    1 day ago
  • A financial services organization in the United States seeks a dedicated professional to deliver financial education remotely. This role focuses on guiding clients through essential financial concepts with an emphasis on professionalism and ethical engagement. Ideal candidates... 
    Financial
    Remote job

    All Financial Freedom

    New York, NY
    1 day ago
  • A financial services organization in the United States is seeking professionals to deliver financial education and build long-term relationships. This role emphasizes self-management, professional communication, and an entrepreneurial mindset within a structured environment... 
    Financial
    Remote job

    All Financial Freedom

    New York, NY
    1 day ago
  • A financial services organization is seeking a Financial Services Specialist to lead virtual financial education sessions across the United States. The role requires strong communication...  ...working independently while ensuring compliance and documentation standards. #J-18808... 
    Financial
    Remote job

    All Financial Freedom

    New York, NY
    1 day ago
  • A financial advisory firm is seeking a professional to deliver structured financial education and support individuals in their foundational financial planning. This remote role...  ...financial concepts and maintaining compliance standards while emphasizing professionalism... 
    Financial
    Remote job

    All Financial Freedom

    New York, NY
    1 day ago
  • A growing financial services organization is seeking a Financial Services Specialist to deliver structured financial education and guide clients through a standardized engagement process. The role is remote, emphasizes professionalism, and provides comprehensive training... 
    Financial
    Remote job

    All Financial Freedom

    New York, NY
    1 day ago
  • A financial services organization is seeking a dedicated professional to deliver financial education and support individuals in understanding long-term planning strategies. This role emphasizes education, professionalism, and ethical engagement, offering a performance-... 
    Financial
    Remote job

    All Financial Freedom

    New York, NY
    1 day ago
  • A financial services organization based in the United States is looking for professionals dedicated to delivering financial education and support. In this remote position, you will help individuals understand long-term planning while building professional relationships... 
    Financial
    Remote job

    All Financial Freedom

    New York, NY
    1 day ago
  • A financial services organization is seeking a professional for a position focusing on financial education delivery and long-term planning strategies. The ideal candidate should possess...  ...lasting relationships, and ensuring compliance standards. The role offers a... 
    Financial
    Remote job

    All Financial Freedom

    New York, NY
    4 days ago
  • A financial services organization is expanding and seeks a Financial Services Specialist to conduct virtual financial education sessions nationwide. The role focuses on delivering financial concepts...  ...and families while ensuring compliance and supporting long-term planning... 
    Financial
    Remote job

    All Financial Freedom

    New York, NY
    1 day ago
  • A growing financial services organization is seeking a Financial Services Specialist to deliver structured financial education and support individuals through a needs-based process. This position emphasizes remote work with flexible scheduling and offers comprehensive... 
    Financial
    Remote job
    Flexible hours

    All Financial Freedom

    New York, NY
    1 day ago
  • A financial education firm is seeking a professional to deliver structured financial education and support individuals with foundational financial...  ...and maintaining high standards of professionalism and compliance. Ideal candidates will have strong communication skills and... 
    Financial
    Remote job
    Flexible hours

    All Financial Freedom

    New York, NY
    1 day ago
  • A financial education company is seeking a professional to deliver structured financial education and guide individuals through foundational planning concepts. This remote role emphasizes clear communication, professionalism, and ethical engagement. Candidates should possess... 
    Financial
    Remote job

    All Financial Freedom

    New York, NY
    1 day ago
  • A national financial services organization is seeking a Financial Services Specialist to deliver structured financial education through virtual engagement. The role emphasizes professionalism...  ...financial concepts and maintaining compliance standards. The position provides... 
    Financial
    Remote job

    All Financial Freedom

    New York, NY
    1 day ago
  • A financial services organization is seeking professionals to deliver financial education and support through virtual engagement. This role emphasizes building long-term relationships and engaging clients with strong initiative and professionalism. Candidates must be eligible... 
    Financial
    Remote job

    All Financial Freedom

    New York, NY
    1 day ago
  • A growing financial services organization is seeking a Financial Services Specialist to deliver structured financial education via virtual engagement. Candidates will receive comprehensive training and support in obtaining necessary state licensing. The position emphasizes... 
    Financial
    Remote job
    Flexible hours

    All Financial Freedom

    New York, NY
    1 day ago
  • Magnolia Financial Services is looking for a part-time (about 5 hours/week) remote professional to manage KYB reviews. You will evaluate...  ..., requesting information remediation, and identifying compliance red flags. This role is suited for someone detailed-oriented and... 
    Financial
    Remote job
    Part time

    Magnolia Financial Services

    New York, NY
    1 day ago
  • A growing financial services organization is seeking motivated professionals for a role focused on delivering structured financial education and guiding individuals through standardized processes. No prior financial experience is needed as comprehensive training is provided... 
    Financial
    Remote job

    All Financial Freedom

    New York, NY
    1 day ago
  • A financial services organization in the United States seeks professionals dedicated to delivering financial education to clients. The role prioritizes building long-term relationships and emphasizes personal development. Candidates should possess strong initiative, professional... 
    Financial
    Remote job

    All Financial Freedom

    New York, NY
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Compliance Education Specialist. Be the first to apply!