Note: The job is a remote job and is open to candidates in USA. WealthWave is a mission-driven financial education company focused on improving financial literacy and helping individuals and families build financial security. The Financial Educator teaches personal finance, delivers presentations and workshops, assesses clients' financial goals, develops learning materials, supports learner progress, and manages outreach through digital platforms.
Responsibilities
- Delivering educational presentations and workshops
- Meeting with clients virtually to assess their financial knowledge and goals
- Providing guidance aligned with WealthWave’s educational framework and tools
- Developing and customizing learning materials
- Following up with learners to support their progress
- Using WealthWave’s technology platforms to manage outreach and communication
- Collaborating with a broader team of educators and leaders
- Participating in ongoing training
- Helping expand access to financial literacy within their communities
Skills
- Strong skills in financial education and personal finance concepts, with the ability to explain complex topics in simple, inclusive language
- Experience in client-facing roles such as coaching, teaching, advising, or mentoring, ideally in finance, education, or a related field
- Excellent communication and presentation abilities, including comfort with hosting webinars, workshops, and one-on-one remote sessions
- Proficiency with digital tools and online platforms for remote work, including video conferencing, presentation software, and basic CRM systems
- Demonstrated ability to work independently in a remote, entrepreneurial environment while managing time, priorities, and follow-through
- Commitment to WealthWave's mission of expanding financial literacy and serving diverse communities in a respectful, non-discriminatory manner
- Relevant certifications or licenses in financial services (or willingness to obtain them, where applicable) are highly beneficial
- Background in finance, business, education, or a related discipline is preferred but not required; equivalent experience will be considered
Benefits
- Commission-only compensation
- Remote work
- Participation in ongoing training
- Use of WealthWave’s technology platforms to manage outreach and communication
Company Overview