Financial Advisor Training Program

About the Role

Participate in a Financial Advisor Training Program within an educational services model, gaining hands-on experience while supporting participants in their journey toward economic mobility.

Responsibilities

• Learn fundamental financial planning, budgeting, credit, and investing concepts.
• Support program participants in their journey toward economic mobility.
• Assist with financial coaching sessions and prepare learning materials.
• Track participant progress and analyze basic financial data.
• Collaborate with instructors and corporate partners.
• Gain exposure to advisory tools and compliance basics.

Requirements

• Motivated professionals interested in financial services and education.
• Strong communication and collaborative skills.
• Ability to learn and support financial coaching and data analysis.
• Interest in developing a career in financial advising or related fields.