Financial Wellness Educator - Remote
Shea’s Financial Services
What if the skills you built as a teacher, coach, counselor, or mentor could open the door to a completely different career? We’re looking for people who are naturally good at teaching, explaining, listening, and helping others make confident decisions. Our team works with individuals and families to improve their financial wellness through education and conversation. You don’t need to come from a financial background. If you’re a people-focused professional who enjoys helping others understand complicated topics, we’ll provide the training and support to help you build the knowledge you need. About the job What if the skills you built as a teacher, coach, counselor, or mentor could open the door to a completely different career? We’re looking for people who are naturally good at teaching, explaining, listening, and helping others make confident decisions. Our team works with individuals and families to improve their financial wellness through education and conversation. You don’t need to come from a financial background. If you’re a people-focused professional who enjoys helping others understand complicated topics, we’ll provide the training and support to help you build the knowledge you need. What You’ll Do Help individuals and families understand financial wellness concepts in clear, everyday language. Meet virtually with clients from the comfort of your home. Build relationships based on trust, education, and communication. Help clients explore strategies related to income protection, savings, and retirement. Continue learning through structured training, mentorship, and professional development. Develop your own client relationships and, if desired, grow into leadership opportunities. Why Your Background Matters Teachers, coaches, counselors, mentors, and other people-focused professionals often already have many of the skills this work requires: You know how to explain. You know how to listen. You know how to build trust. You know how to meet people where they are. The financial knowledge can be learned. The ability to genuinely connect with people is harder to teach. What We’re Looking For Experience in teaching, coaching, counseling, mentoring, public speaking, sales, customer service, or another people-focused role is a plus. Strong communication and interpersonal skills. Ability to work independently and manage your own schedule. Genuine interest in helping improve people's financial well‑being. Willingness to obtain a Life Insurance license. Training and support are provided throughout the licensing process. What You Can Expect Fully remote, flexible work Full‑time and part‑time opportunities 1099 independent contractor position Commission‑only compensation Uncapped earning potential based on performance Training, coaching, and ongoing mentorship Opportunities to build a business and grow into leadership A team environment centered around education rather than pressure Important Requirements Willingness to obtain a Life Insurance license to meet applicable state and federal requirements. Willingness to complete required background checks, including a soft background check and federal background check. Must be a legal U.S. citizen or resident and authorized to work in the United States. Must be comfortable with a commission‑only compensation structure . This is an independent contractor opportunity, not a W-2 hourly or salaried position . Could This Be Your Next Chapter? If you’ve spent years helping other people learn, grow, solve problems, or make decisions, you may already have many of the skills needed for this work. You don’t need to be a financial expert to get started. You need to be willing to learn and genuinely care about helping people. If that sounds like you, we’d love to connect. #J-18808-Ljbffr
- A financial services firm is seeking a Financial Professional for a remote role focused on empowering clients with financial education and support. This position requires ambition, customer service experience, and the ability to pass a background check and licensing exam...Remote jobFinancial
- ...HUB International's FinPath division seeks a FinPath Financial Coach to work with participants nationwide, delivering budgeting, debt management... ...in HubSpot CRM. Bachelor's degree required; 2–5 years of relevant experience; remote schedule with flexible hours. #J-18808-LjbffrRemote workFinancialFlexible hours
- ...AO Garcia Agency is seeking a remote financial-services professional to engage warm leads, coach clients while they ramp, and maintain structured daily routines. This role emphasizes self-discipline and the ability to work effectively from any location without a fixed...Remote workFinancialWork at office
- ...AO Garcia Agency is seeking a motivated candidate for a remote position offering flexible scheduling and professional growth. You will... ...consultations, assess client needs, and share knowledge about financial solutions while maintaining ongoing client relationships. The...Remote workFinancialWeekly payFlexible hours
- ...AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, pairing with a growing team and mentors to ensure they receive clear, helpful help. Responsibilities...Remote workFinancialFlexible hours
- ...options and a balanced schedule. You will conduct virtual consultations, assess client needs, and guide families toward suitable financial solutions, with weekly pay and strong support. The position emphasizes relationship-building through regular check-ins, comprehensive...Remote workFinancialWeekly payWork from homeFlexible hours
- ...growth. You'll conduct virtual consultations, assess client needs, and build lasting relationships while contributing to families' financial well-being. The role offers weekly pay, comprehensive training, mentorship, and access to industry-leading tools and technology....Remote workFinancialWeekly payWork from homeFlexible hours
- Apprisen is seeking a Financial Services Specialist to join their team. This fully remote position is designed for passionate individuals... ...a difference through financial education and guidance. You'll engage... ...impact on the financial well-being of many families. #J-188...Remote jobFinancial
- KeyBank in Seattle is seeking a Financial Wellness Advisor (FWA) to enhance client relationships and provide financial guidance. The FWA will... ...ensuring clients feel supported in their financial journey both in person and through remote interactions. #J-18808-Ljbffr KeyBankRemote workFinancial
- ...Stratford Davis LLC is seeking a Remote Inbound Sales Representative at entry level to join a growth-focused team. You will help clients plan for their financial future, deliver personalized recommendations, and build lasting relationships through a flexible, mentorship...Remote workFinancialFlexible hours
- ...Agency in the United States seeks a motivated individual for a flexible, work-from-home role focused on helping families secure financial well-being through virtual consultations. You will assess client needs, provide solutions, and maintain relationships with regular...Remote jobFinancialWeekly payWork from homeFlexible hours
- ...We are building a supportive wellness-skills program to help clinically... ...Independent contractor; remote position, candidate may be based... ...Documentation Deliver health education and individualized wellness-... ...illness. Offer legal, financial, relationship, or other professional...Remote workFinancialHourly payPrice workFor contractors10 hours per weekFlexible hoursAfternoon shift
- The Fortitude Team is seeking a friendly, motivated Remote Customer Service Representative to join our growing team. You’ll work with individuals and families to guide their financial goals, offering educational insights and connecting clients with suitable solutions in...Remote jobFinancial
- AO Garcia Agency is seeking a motivated candidate for a remote role focused on helping families achieve financial well-being. The position involves virtual consultations with clients, needs assessment, and ongoing client relationships, with weekly pay and comprehensive...Remote jobFinancialWeekly payFlexible hours
- AO Garcia Agency is seeking a motivated individual for a flexible, work-from-home role that supports families’ financial well-being. You will conduct virtual consultations, assess client needs, and share knowledge on available solutions while balancing personal and professional...Remote jobFinancialWeekly payFlexible hours
- ...Position: Financial Wellness Advisor (Member Service Representative) Location: 3601 St Barnabas Rd. Hillcrest Heights, MD Remote Status: On-Site Job Id: FWA0003 # of Openings: 1... ...stability and wellness. Inform and educate members about credit union...Remote workFinancial
- ...Save First Financial Wellness seeks a dynamic Financial Educator and Coach to teach and connect across community, workplace, youth, and partner programs. The role requires engaging teaching, active listening, and a supportive, nonjudgmental approach to help participants...FinancialAfternoon shift
- ...Oportunidades Florida seeks an experienced Career and Financial Coach to coordinate prosperity planning activities and deliver financial coaching to participants. You will develop curriculum, market the program to partners, and ensure compliance with contract requirements...FinancialContract work
- Highmark Health is seeking a Wellness Coach to oversee a panel of members with varying health... ...health outcomes. You will engage with members remotely or via telehealth, monitor progress, and ensure compliance with clinical, financial, and regulatory standards while...Remote workFinancial
$100k - $125k
...MEP systems, turnover and commissioning well enough to look beyond the dates and identify... ...complex healthcare facilities. Remote / Flexible Location | Travel as Required... ...explain their potential operational and financial impacts to owners. Evaluate recovery plans...Remote workFinancialFor contractorsWork at officeImmediate startFlexible hours- ...Insight is seeking an Advisory Services Consultant - EDS to join a remote-friendly team delivering strategic advisory services across... ...manage scope and risks, and ensure outcomes meet client value and financial targets. Limited travel and US-based remote work are supported....Remote workFinancial
- ...growth and profitability in IDN and healthcare accounts. This fully remote role supports local distribution centers and national strategy,... .... You will build relationships with executives, analyze financial performance, and develop solution-based services, while...Remote workFinancialLocal area
$91.7k - $163.7k
...enjoy the flexibility to work remotely * from anywhere within the U.... ..., and presenting a clinical, financial and technical assessment and... ...takes to succeed in your role as well as provide development for... ...of clinical experience and education in at least one of the following...Remote workFinancialMinimum wageFull timeWork experience placementLocal area- ...Description COMPANY BACKGROUND \n Our client is a technology-driven financial services company offering banking, lending, and investment... ...the firm externally. \n ~ Self-starter capable of operating with autonomy in a remote/distributed environment. \n...Remote workFinancial
- ...is looking to bring on a Vice President of Finance in a fully remote capacity. The company is scaling quickly and requires an experienced... ...continued expansion. The VP of Finance will be responsible for financial reporting, cash management, revenue recognition, expense...Remote workFinancial
- ...Cloud ERP Finance Configuration Lead \n Location: Chicago, IL Remote (Only EST and CST time zone) \n Duration: 12 Months \n \n... ...of SAP S/4HANA Cloud Public Edition Finance, ensuring accurate financial processes, revenue recognition, compliance, and system...Remote workFinancial
- ...Healthcare for NetSuite Advanced Customer Support (ACS) in North America. The role focuses on optimizing healthcare ERP processes, financial controls, and operational analytics within a SaaS/cloud environment. You will engage with executive leaders, guide business...Remote workFinancial
- ...Working remotely, the full-time Sr. Healthcare Consultant, Medicare Analytics will analyze large healthcare datasets, develop interactive... ...decision-making Support pricing model development and financial impact assessments for provider negotiations Required qualifications...Remote workFinancialFull timeContract work
- ...Consultant to lead process improvement and transformation across Optum Financial. This role applies Lean Six Sigma, process engineering, and... ...Work Arrangement: In-office at the Eden Prairie, MN location. Remote candidates outside the area may also be considered; you’ll have...Remote workFinancialWork at office
$175 per hour
...Compensation: $175–$300/hr \n \n Location: Remote \n \n About the Opportunity \n... ...a customer project focused on improving financial data analysis, financial modeling, and... ...are accurate, logically consistent, and well-structured. \n Prepare and review pitchbooks...Remote jobFinancialFor contractors
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Wellness Educator - Remote. Be the first to apply!




