Wealth Education Specialist
All Financial Freedom
📍 Palm Beach, Florida, United States
Job Description
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
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