Financial Services Specialist – Pennsylvania
all-financial-freedom
| Company | all-financial-freedom |
| Category | Finance |
| Location | Harrisburg |
| Remote | Remote |
| Employment | Part-time |
| Level | Not stated |
| Salary | Not stated by the employer |
| Posted | 13 Feb 2026 |
| Last verified | 10 Aug 2026 |
| Source | Employer ATS (breezy) |
Description
We are seeking a Financial Services Specialist to support a growing financial services organization operating nationwide.
This role supports a professional, structured environment focused on delivering financial education through virtual engagement. The position is well suited for individuals who value accountability, consistency, and long-term career growth.
Position Overview
This role supports a growing financial services organization by delivering structured financial education and guiding individuals through a standardized engagement process. The position emphasizes professionalism, consistency, and long-term relationship building.
No prior financial services experience is required. Comprehensive training and licensing support are provided.
Key Responsibilities
• Deliver structured financial education through virtual meetings
• Explain financial concepts related to protection, accumulation, and long-term planning
• Support individuals through a standardized, needs-based process
• Maintain accurate documentation and adhere to compliance standards
• Participate in ongoing training and professional development
Required Qualifications
• Bachelor’s degree preferred or equivalent professional experience
• Strong communication skills and professional presence
• Ability to work independently in a remote environment
• Willingness to obtain required state licensing (training provided)
• Successful completion of a background check
Compensation & Benefits
• Performance-based compensation structure
• Remote work with flexible scheduling
• Licensing assistance and structured onboarding
• Clear advancement opportunities
Career Path
Advancement into senior specialist, leadership, or training roles based on performance.