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.