Wealth Education Specialist

Position Overview

We are seeking a Wealth Education Specialist to support a financial services organization serving a high-net-worth, relationship-driven client base in market. This role focuses on delivering structured financial education, supporting long-term wealth planning discussions, and maintaining a discreet, professional client experience aligned with private-office standards.

This position is designed for individuals with a refined professional presence, strong communication skills, and an appreciation for confidentiality and long-term relationship management. Prior experience in financial services is not required; comprehensive training and licensing support are provided for qualified candidates.

This role operates in a remote or hybrid capacity while supporting clients in and around Palm Beach, Florida.

Key Responsibilities

• Deliver structured financial education to individuals and families through scheduled virtual and select in-person meetings
• Communicate financial concepts related to wealth preservation, income planning, and legacy strategies with clarity and professionalism
• Support clients through a standardized, needs-based education framework designed for long-term planning
• Maintain accurate documentation while adhering to strict confidentiality and compliance standards
• Coordinate with internal teams to ensure a seamless, white-glove client experience
• Uphold ethical standards, compliance requirements, and professional conduct at all times
• Participate in advanced training and ongoing professional development

Required Qualifications

• Bachelor’s degree preferred or equivalent professional experience
• Exceptional verbal and written communication skills
• Professional demeanor with high emotional intelligence
• Strong attention to detail and discretion
• Ability to work independently in a structured remote or hybrid environment
• Willingness and ability to obtain required state licensing (training provided)
• Successful completion of a background check

Compensation & Benefits

• Performance-based compensation structure
• Flexible work environment with remote and hybrid options
• Licensing assistance and structured onboarding
• Access to advanced training and professional development
• Opportunity to work with a sophisticated, legacy-focused client base
• Supportive, professional, and growth-oriented corporate culture

Career Path

This role offers a defined pathway into senior private-client education roles, advanced planning support positions, or leadership opportunities for high-performing professionals.

Qualified candidates interested in private-client financial education and long-term relationship work are encouraged to apply.